Growing up in England, my parents emphasized the values of hard work, attention to detail, respect and honesty. My mother instilled in me that "a promise is a promise" and my Dad said that we should never waste either our time or our money. I try and instill these values in my teenage daughter and I strive for excellence in everything I do.
As an advisor with Edward Jones, I have found a career that allows me to pursue my passion for excellence and doing what's right. Everyday, I meet with clients and discuss their unique goals and concerns. We partner together to construct well thought through solutions tailored to each individual, family or business owner we work with.
Our Branch Team in Colwood is made up of myself, my Senior Administrator Dana Bryant and my two other administrative assistants Jane Haigh and Lesley Anderson. Together our goal is to provide the highest possible level of service to our clients. We take the time to deepen our relationships with our clients, to learn who they are and what's most important to them.
We help working professionals, business owners and retirees gain clarity, confidence and peace of mind to ensure their financial success. These individuals are often in transition and need guidance to navigate the array of options. For example, we will partner with families transitioning into retirement, working through business succession planning, or families currently retired and thinking about transitioning their wealth to the next generation.
Our clients are often more concerned with feeling financially secure than being outright wealthy and using a proven process, we can manage their financial affairs in a way that provides real value and peace of mind.
I am intensely grateful for the opportunity to work with so many wonderful people everyday in our practice and look forward to many continuing years serving my clients and building new relationships into the future.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Socially Conscious Investing
- Wealth Strategies
- Intergenerational Planning
My Personal Interests
- Mountain Biking
- Spending Time with Family
- Coaching Sports
Phone NumberKeith Haigh at (250) 391-1655
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