When working with a Financial Advisor, a strong personal relationship built on trust is key. Trust must be built and demonstrated over and over throughout a relationship. As a Financial Advisor with Edward Jones I have the ability to build and demonstrate that trust by always putting the interests of my clients first. I enjoy spending time getting to know my clients personally and enjoy hearing from them throughout the work day. My branch team and I use an established process to build personalized strategies to help clients reach goals. I am a problem solver and love to help clients with complex situations.
My business partner Luciene Sousa and I enjoy serving many retirees in the Edmonton area. We also work well with business owners and pre retirees to help them make the appropriate decisions to create the retirement lifestyle they have dreamed of.
I joined Edward Jones as a Financial Advisor in 2013. I opened my branch in Sherwood Park in 2015. In 2019 I became a limited partner with Edward Jones and continue to help with various volunteer roles within the firm.
I attended the University of Lethbridge where I studied business administration with a focus on accounting. My understanding of business makes me uniquely positioned to help business owners and professionals in goals based planning situations.
I have been blessed to be married to my best friend for 17 years and we have 5 wonderful children. We are both kept busy by the various sports and artistic endeavours that they participate in. My personal time is spent playing games, going on walks or volunteering within my church community. I also enjoy woodworking and various auto repair projects. I enjoy working with my hands and the feeling of satisfaction when a difficult problem is overcome and a finished product is in front of me. The satisfaction I feel when helping clients to overcome challenges and create a plan for their future is much the same.
Office Information
Phone Number
Jess Henrie at (587) 456-0365- Luciene Candido de Sousa
- Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
Connect on Social
- Luciene Candido de Sousa
- Branch Office Administrator
Branch Team
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