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Jeff Jacques, Financial Advisor

Focus Areas

  • Wealth strategies
  • Retirement savings strategies
  • Retirement income strategies
  • Estate and legacy strategies
  • Education savings strategies
  • Business owner considerations

About Jeff

As a financial advisor, my goal is to make your financial decisions easier by working with you in partnership. When you have questions, I'll be there to answer them. When you have ideas, I'll serve as your sounding board. When you have decisions, I'll help identify which details should be considered and which ones shouldn't. In the end, I want you to feel confident in the decisions you make and secure in the future you envision.

Moving from Ontario in 1997, I attended the University of Victoria where I attained my Bachelor's Degree in Economics. After completing my degree, I...

Work History

  • Edward JonesAugust 2021 to Current

Team Members

  • Josey Varley
    Client Experience Specialist
  • Melissa Wellman
    Client Experience Specialist

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

Learn More