I've always been interested in the world of finance and business. I studied economics at university hoping one day to find a profession I loved and believed in. The event that solidified my choice to become a financial advisor happened over 20 years ago when my dad passed away after a lengthy illness. Due to poor financial planning and lack of professional guidance, the estate he worked so hard for was quickly depleted. Ultimately, I wanted to help others take control of their financial situations, their estates and their legacies because “a goal without a plan is just a wish.”
In 2005, I joined Edward Jones. Today, I help retirees and clients in all life stages with strategies to meet their financial goals. We work on withdrawal plans, succession plans and estate planning so they feel in control of their financial situation and secure in their decision making. We work as a team with clients as well as their lawyers, accountants and families to make sure we consider all details. I couldn't do this without Senior Branch Office Administrator Joyce Ibbott-Belvin who takes the concept of service to a whole new level.
Life changes all the time–a new grandchild, an unexpected health issue, a move to a retirement community–we regularly meet with clients to keep strategies and paperwork in line with their goals. Today, I am honoured to work with the adult children and grandchildren of my clients.
I always offer my full engagement and clear direction. It's not uncommon for market swings and fear-based headlines to rattle emotions and trigger investors to make impulsive decisions not in their best interest. With written financial strategies tailored to each client's unique situation and goals, we can keep that fear at bay and stay the course toward success.
Phone NumberJoe Schmidt at (905) 428-9175
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
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