As an Edward Jones Financial Advisor, I believe it’s vital to invest my time to understand what's most important to you, before you invest your money. To do this effectively, I use a long established process and personalize strategies to fit your unique situation. This personal approach allows me to best understand the level of risk you're willing to endure, your time frame and other aspects of your life, that may impact your ability to reach your long-term goals.
I grew up in Sherwood Park and have lived in the area for more than forty years. My wife, Joline, and my boys, Keenan, Declan and Cael, are my world and I'd love to tell you the dog and cat like me, but they are hers. This is my home and a community that I cherish and am proud to be a member of.
I love serving my clients and continue to add new ones. We work best with pre-retirees, business owners, executives and folks with complex situations. Our value adds are quite simple; we'll help you understand your investments, we'll keep you from making poor decisions and we'll help you optimize your cash flow when you retire. We also benefit from a fantastic team of professionals supporting us in scenarios where their expertise may be required.
Whether you're planning your retirement, saving for post-secondary education 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 will partner with you along the way, monitor your progress, and assist to keep you on track. Through it all, we're dedicated to providing you top-notch client service.
Behind the scenes, Edward Jones supports us with hundreds of technical staff, researchers, analysts, trainers and the like, to make sure we have all we need, so we can focus solely on you.
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Business Owner Considerations
- Wealth Protection Strategies
My Personal Interests
- Vintage Cars
- Wine Collecting/Enthusiast
Office AddressHeritage Hills Crossing
#64-665 Baseline Rd
Sherwood Park, AB T8A 5V9 opens in a new window
Phone NumberKent L Zadko at (780) 467-9951
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