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Liz da Mata, Financial Advisor

FINANCIAL ADVISOR
Liz da Mata

CFP®
376 Harbour Road Suite 100, Victoria, BC V9A 3S1opens in a new window
CallSend Me a Message

Focus Areas

  • Business owner considerations
  • Intergenerational planning
  • Retirement income strategies
  • Retirement savings strategies
  • Sustainable Investing
  • Wealth protection strategies

About Liz

My clients and their interests are my priority. I am their advocate and they are mine.

Relationships are built on trust, so I put myself in your shoes and quite often have walked in them, too. Having formerly built businesses from the ground up, I grasp the financial complexities of P&Ls, expansions and retirement. As a Gen Xer, I know that starting retirement savings early means having to save less (let me show you the compounding charts). And I can appreciate the unique challenges for women pursuing financial security.

I chose Edward Jones because we share a client focus. As a privately...

Work History

  • Edward JonesSeptember 2016 to Current

Education

  • University of WinnipegBachelors

Team Members

  • Bobby Del Rosario
    Branch Office Administrator
  • Shayni Sherman
    Branch Office Administrator

Send Me a Message

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Office Information

Phone

(250) 477-3166

Fax

(888) 753-3476

Office Address

376 Harbour Road Suite 100
Victoria, BC V9A 3S1opens in a new window

More to explore

My priorities

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Setting your path

We use an established process to help you reach your goals.

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