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Michael Broad, Financial Advisor

FINANCIAL ADVISOR
Michael Broad

278 Main Street North-Suite 6, Technology Square, Uxbridge, ON L9P 1X4opens in a new window
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About Michael

Each and every one of our clients is unique, and we are aware that you have very specific goals and needs. This means that we will always take the time to listen to you and walk you through our structured process in order to outline the right recommendations. We know that your lives move fast, and this is why we are responsive to our clients' needs with an extremely fast turn-around time on all questions and requests.

Together, our branch team specializes in helping our clients plan for their retirement and then guiding them through how to draw on their investments...

Work History

  • Edward JonesNovember 2012 to Current

Education

  • University of GuelphBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Pets
  • Home Improvement
  • Book Collecting

Team Members

  • Jennifer Dauphinee
    Sr. Branch Office Administrator
  • Lyndsey Thompson
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Phone

(905) 852-2831

Fax

(877) 335-1364

Office Address

278 Main Street North-Suite 6
Technology Square
Uxbridge, ON L9P 1X4opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

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

Learn More