If you spent more time last year planning your vacation than planning your retirement, now is the time to take action. One-size-fits-all may be fine for some investors, but I believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate, I can offer investment solutions tailored to all your financial goals.
"I encourage and excite people about their financial dreams! I want to understand what is important to my clients and establish a customized strategy to help them achieve their goals. I partner with my clients to keep on track and celebrate their financial success!"
I joined Edward Jones as a financial advisor in 2018 after a full career as a Chartered Professional Accountant working for large corporations. I have a unique and expansive history of solving for all sorts of financial goals and problems.
I proudly earned a Bachelor of Commerce degree in Human Resources and Marketing from the University of Saskatchewan. Subsequently, I completed advanced accounting classes at SAIT in Calgary and the University of Athabasca.
I am an active member of the Saskatoon community serving as vice chair of the University of Saskatchewan Board of Governors, chair of the board for Quint Development Corporation, president of Saskatoon Women's Network and as a member of the YWCA Women of Distinction Awards planning committee. In 2017, I was honored to be nominated in the Business and Professional category of the YWCA Women of Distinction Awards.
It is a meaningful role where I can now bring all my experience, knowledge and care to helping my clients, their families and businesses achieve their financial goals.
- Wealth Strategies
- Retirement Savings Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Socially Conscious Investing
My Personal Interests
- Spending Time with Family
- Community Outreach
Office Address270 Acadia Drive
Saskatoon, SK S7H 3V4
Phone NumberJoy Crawford at (306) 664-1969
|Mon||09:00AM - 04:30PM|
|Tue||09:00AM - 04:30PM|
|Wed||09:00AM - 04:30PM|
|Thu||09:00AM - 04:30PM|
|Fri||09:00AM - 02:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
- Web Conferencing
More to explore
Find your financial Starting Point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More
Setting your path
We use an established process to help you reach your goals.Learn More