At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating clients as we would want to be treated, a simple idea that still makes sense in today's complex marketplace.
As an Edward Jones Financial Advisor, I believe it is important to invest my time in understanding what is important to you before you invest your money. Whether you are planning for retirement or saving for college for children or grandchildren, I can help determine the most appropriate financial strategy for you and your family.
I joined Edward Jones as a Financial Advisor in 2019. For 25 years prior to that I worked as a Chartered Professional Accountant in a variety of roles at IBM, Bell and Toyota. My focus has shifted from supporting corporations to supporting individuals and their financial needs. In addition to my accounting designation I have a bachelor's degree in business administration from York University's Schulich School of Business.
I am a long time resident of York Region and have lived in Newmarket for the past 13 years. For the last five years I have served on the board of a local charity and have enjoyed giving back to the community in this way.
At Edward Jones, our entire team is focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals. I would like to help to provide the answers to your questions so that you can make informed, financially sound decisions about your financial future. Please contact me as I would be happy to discuss your situation and options.