Growing up in Guelph, I had an interest in the financial services since a young age, having worked in my parents’ accounting practice which they continue to operate today. Seeing the impact they had on their clients’ lives and the relationships that developed inspired me to follow in their footsteps. So, I attended Conestoga College’s School of Business, taking a program I have since returned to teach in.
My wife, Mara, and I now live in nearby Kitchener, where we enjoy the local parks and natural areas to walk our dog. On the weekends we enjoy trying new restaurants and cuisines with our friends; that is, when Mara can pull me away from the Formula One Grand Prix.
Today my office is located in the Junction on Edinburgh Rd S. I serve all types of investors, specializing in helping executives with complex compensation structures, self-employed professionals, small-business owners, and IT professionals. We’ve found these clients especially appreciate the highly personalized service for which Edward Jones is known.
Regardless of their backgrounds, I've found that all my clients share a common trait: they are serious about taking the steps necessary to properly prepare for the future, and they all appreciate the value we bring to the table.
Emily Roberts, my branch office administrator, is the first point of contact in our office. Our approach is a team process; clients meet with me to discuss their goals and their needs, and then with Emily, to help them with any necessary paperwork and processing. We pride ourselves on developing deep relationships with our clients and providing exceptional service from start to finish.
I welcome the opportunity to tell you more about Edward Jones and myself and explain in depth how we can help you prepare for your financial future. Please call or drop by the office.
- Socially Conscious Investing
- Intergenerational Planning
- Wealth Strategies
My Personal Interests
- Auto Racing
- Culinary Arts
Phone NumberLucian J Vermeulen at (519) 822-1126
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
|Sat||By Appointment Only|
- Web Conferencing
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