I have spent my career working in the financial sector. In fact, one of my first jobs was working as a bank teller. I love getting to know people, developing lasting relationships and helping them achieve their long-term financial goals. I am proud to say that I have been a Financial Advisor with Edward Jones since 2001.
Many of my clients are business owners, families, or individuals transitioning to or living in retirement. They often seek my advice with generational business planning, estate consideration, retirement , pensions and tax strategies. They typically have complex financial requirements. We partner together to determine what is already in place and what is required, in order to formulate a strategy going forward. Once a plan is in place, I become a coach to my clients. We regularly review and revise the strategies created to ensure we are on track to the end goal. I also work in conjunction with other professionals, such as accountants and lawyers, to ensure my clients are getting all the support they need.
I believe in the importance of philanthropy and participate in strategic charitable giving through CAGP with clients. I am a Preferred Professional with Thompson Rivers University. I believe in empowering women to better understand their finances and have taught investment classes for women. Outside of the office, you'll find me spending time with my husband on the water, either boating, fishing or kayaking. We also love to travel. Family is important to us and we are blessed with multiple grandchildren who also keep us busy.
Our branch is a team, and I am only one part of it. Leslie Potoroka is the Branch Office Administrator and we have been working together since 2002. She is extremely client centered and always happy to help. When not at work, she likes spending her time with her husband & family, working in their yard, and taking time to pursue artistic hobbies.
We would love it if you would give us a call to see if we can help.
Phone NumberLili A Seery at (250) 374-1882
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