Throughout the challenges of recent months, we've continued to safely serve investors' needs. As an Edward Jones advisor, I want to understand your goals and objectives, so we can tailor an investment strategy that is unique to you. Our approach is thoughtful and individualized to each client's personal goals and objectives.
We work with business owners, health care professionals, retirees, as well as established families seeking professional guidance transferring wealth to the next generation. We specialize in wealth strategies, business owner considerations, business owner retirement plans, retirement income strategies, and estate and legacy consideration.
I was born and raised in Williams Lake, BC. My mom and late father were self-employed and operated a mobile home and log hauling company. I have an entrepreneurial spirit and identify with business owners largely due to the values my parents instilled in me from an early age. I have two loyal Rhodesian Ridgebacks, Nala and SeaTac, and my hobbies include fitness, nutrition, hiking, biking, and hockey.
Helen, my Branch Office Administrator, shares my belief in exceptional client service and attention to detail. She is a graduate of Ryerson University majoring in fashion design, and enjoys discovering the West Coast with her husband and dog.
At Edward Jones, we are fortunate to be supported by our home office teams, including investment and technology professionals, who provide a depth of knowledge to help us ensure that we are providing you with the most current and comprehensive guidance. Our firm has received numerous awards for our client-focused service.
- Retirement Savings Strategies
- Intergenerational Planning
- Business Owner Considerations
- Business Retirement Plans
- Estate & Legacy Strategies
My Personal Interests
- Personal Fitness
Phone NumberKim Emsley-Leik at (250) 287-7732
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