What's new? What's exciting? What's changed?
My clients are familiar with these questions because I ask them at the start of every meeting. By listening to them and really understanding their answers I am better able to help them prioritize and work towards their goals.
The individuals and families we serve are successful, long term, goal-oriented investors. They are active participants in achieving their financial goals and appreciate the level of service we strive to provide. Areas of focus for our clients are personalized wealth transfer strategies, protection from the unexpected, and tax efficiencies. We look after many multi-generational families. The foundation of our client relationships is built on understanding what is most important to them and creating a bespoke plan to achieve their goals. Goals are reviewed and updated regularly and as life changes occur. It is important to us that our clients feel understood, informed, in control and secure.
I have been a Financial Advisor with Edward Jones since 2008. I am a native of Montreal, Quebec, and spent the early part of my career as an Executive in the health care sector.
My interests outside of the office include golf, squash and political science. I have served in numerous volunteer capacities within Edward Jones including the Regional Leadership Team and as an Investment Policy Committee member.
My branch team, Peggy Lockie, Phyllis Ayres and I, are dedicated to delivering a truly exclusive client experience. The client experience is at the forefront of every decision we make. We are proud recipients of the Client Service Excellence Award for exceptional service and I am honored to have been nominated as a finalist for the Mandeville Private Client Award for Canadian Advisor of the Year in the 2021 Wealth Professional Awards. We offer our services in both English and French.
Our office would love to hear from you and find out what's new, what's exciting and what's changed in your life.