What inspires me? Being part of our clients' lives when they achieve their goals. Whether you want to travel the world, save for your child's education, live out your purpose, prepare for your retirement or simply make a plan to take care of your family, I can help you put together a financial strategy to meet your needs. I am proud to be part of the Edward Jones family, serving clients for more than 20 years.
I also serve as a Principal in our firm, where I have the privilege of being a Regional Leader leading branch teams to provide advice, leadership and support so that they can continue to help clients reach their financial goals.
My Senior Branch Office Administrator, Amy and I will serve you with excellence. We start by understanding your priorities and exploring your vision for the future. We follow a well-established process to help you understand what is required in order for you to achieve your your priorities in life. While daily demands and media headlines may tempt you to focus on the moment, our goal is to help you think longer-term and with purpose. A comprehensive financial strategy that addresses all aspects of your life, both short and long-term goals and unexpected events that could otherwise derail your success.
Our main focus is on business owners and professionals with long-term succession goals. My team and I will work side-by-side with you to organize, build, and maintain your wealth so that you can enjoy life to the fullest.
When I am not in the office, I enjoy travelling – sun, sea and sand are some of my favourite destinations. My wife and I also volunteer with and support various animal rescue groups in Ontario.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Socially Conscious Investing
- Business Owner Considerations
- Estate & Legacy Strategies
My Personal Interests
- Animal Rescue
- Spending Time with Family
Office AddressEnnisclare Corporate Centre
1275 North Service Rd W, #607
Oakville, ON L6M 3G4 opens in a new window
Phone NumberMarc Nutford at (905) 844-4043
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