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Joel Davis, Financial Advisor

FINANCIAL ADVISOR
Joel Davis

37 Main Street East, Grimsby, ON L3M 1M7opens in a new window
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Focus Areas

  • Retirement income strategies
  • Wealth strategies
  • Estate and legacy strategies
  • Sustainable Investing
  • Business owner considerations
  • Wealth protection strategies

About Joel

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress...

Work History

  • Edward JonesNovember 2018 to Current

Education

  • Brock UniversityBachelor of Business Admin

Team Members

  • Nicole Baubie
    Sr. Branch Office Administrator
  • Jennifer Kimman
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Phone

(905) 309-7566

Fax

(877) 314-6594

Office Address

37 Main Street East
Grimsby, ON L3M 1M7opens in a new window

More to explore

My priorities

What are your priorities?

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Setting your path

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

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