As a financial advisor in Port Perry, it’s important to understand what you're looking to achieve before you invest your money. Your long term goals are what is most important to me and I will invest my time into documenting and prioritizing those goals, so we can establish the necessary steps to reach them.
Guiding and educating you throughout your life is what I am passionate about. Using a disciplined approach to investments we establish a plan to reach your goals and as the years come and go, it is my responsibility to keep you on track.
Relationships are key, and in my view, meeting face to face is what builds strong relationships. We meet when and where it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives.
At Edward Jones, we’re focused on you. We have thousands of people supporting our office so that we can provide you with the ideal client experience.
My branch office administrator, Lyndsey has over 12 years of experience and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call her with any questions.
Working together, we can make a positive and lasting impact in Port Perry.
- Retirement Income Strategies
- Socially Conscious Investing
- Business Owner Considerations
- Estate & Legacy Strategies
- Special Needs Financial Considerations
- Education Savings Strategies
My Personal Interests
- Spending Time with Family
- Board Games