Growing up on a farm taught me the value of hard work, working as a team and the importance of family – not unlike Ted Jones, son of the founder of our firm. My first job at 8 years old was delivering Sears catalogues, where I learned the value of earning, and saving, a dollar. These core values have navigated me through life’s ups and downs, while providing a steady and safe harbour. My husband, Darryl, and daughters, Megan and Sinead, have graciously supported my career in the financial industry – from bank teller 35 years ago to my current role as a Financial Advisor with Edward Jones – a firm that always put clients’ interests first.
It has been my privilege to partner with wealthy individuals and business owners, deeply understanding their needs as they aspire to a “work optional” lifestyle. These meaningful relationships developed over the years have created an environment where our clients feel valued and secure. It is this foundation that our professional practice has been built on.
Recently named a Principal, I am fortunate to serve as a Regional Leader leading 50+ branch teams in southwestern Ontario.
Lacy Greguol, my Senior Branch Office Administrator, is the glue that keeps our team engaged and organized and has a central role in our ideal client experience. Lacy has been with Edward Jones 13 years, and is the client first point of contact, manages the branch office, booking all meetings, and helps with planning and executing on our standard operating procedures. Lacy, her husband Scott, and two daughters live in Strathroy, Ontario.
Heather Michiels, our permanent part-time Branch Office Administrator, also supports the office and our clients. Heather’s keen sense of humour and easy going manner are a perfect complement to the team. Her responsibilities include organizing client events, client file preparation, preparing gifts for ‘moments of truth'. Heather and her husband Gary and three boys live in London, Ontario.
- Wealth Strategies
- Estate & Legacy Strategies
- Wealth Protection Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
My Personal Interests
- Home Improvement
- Movies & Entertainment
- Wine Collecting/Enthusiast
Office Address2386 Main Street
London, ON N6P 1A7 opens in a new window
Phone NumberLeanne Beattie at (519) 652-8717
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