I joined Edward Jones as a financial advisor in 2002 earning the Certified Financial Planner professional designation. I served clients in the transportation industry for 20 years and have a bachelor degree in business administration.
I have been involved in our communities for over 40 years. I have enjoyed helping kids achieve their objectives and volunteered with the Community Foundation of Northwestern Alberta. I also volunteer in the Edward Jones community helping newer advisors build successful practices and become good leaders in their communities. It takes a community to build a strong individual.
Scheli, my branch office administrator, and I work hard to build financially healthy clients. We want to understand what's important to you. We'll use an established process to build personalized strategies to help you achieve your goals. We will partner together throughout your life to help you keep on track. What's important to us is to understand clients financial objectives and then their "why". During my tenure with Edward Jones, I have found my niche market is working with clients who are goal focused, clients that want to execute on their strategies.
I believe strongly in life balance. When not working or volunteering I enjoy the outdoors by hiking, biking, running, and skiing. I enjoy doing these activities with my wife and friends. We have two adult sons making their own difference in the world.
Phone NumberLeonard R Scharbach at (780) 532-2336
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