I believe in teamwork – where we all bring our unique talents to the table to deliver a financial strategy that is 100% in your best interest and designed for you to reach your long-term goals.
You and I will partner together to explore what's important to you and your family, as well as the opportunities and challenges unique to your life. I will take time to understand the level of risk you are comfortable accepting and how that correlates to your portfolio's growth rate.
We will plan for the expected and prepare for the unexpected. I will help set realistic expectations and balance multiple goals. We will regularly monitor your progress and make adjustments as life circumstances change. Our meetings are not dictated by a time clock – we will take as long as we need to make sure we leave no stone unturned on the road towards realizing your goals.
Morgan Bathurst is my branch office administrator. As a team, we are committed to the highest level of client service. Feedback from our clients through third-party surveys consistently places our branch among the highest in the firm. We are an energetic duo with a proven process for the attention to detail that you deserve.
Behind the scenes, thousands of people and advanced technology support our office so that you will receive the most current and comprehensive guidance. We also welcome the opportunity to work with your attorney, accountant and other trusted professionals. That way, your financial strategy is inclusive of your estate, your tax needs and your personal situation.
I invite you to discover the Edward Jones difference: a relationship-driven experience, open communication and a dedicated team just for you.
Phone NumberLisa E Currie at (905) 723-2633
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||09:00AM - 04:00PM|
|Sat||By Appointment Only|
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