Have you ever noticed that sometimes people spend more time planning a vacation than they do planning for their retirement? I suppose that's for any number of reasons - not knowing where to start, fear of the unknown, feeling it's too far away. Whatever the reason, I'm here to help those who would rather take action toward their future.
I'll come to every meeting equipped with questions that help us dive deep into understanding the things that you value most, the vision you have for your future, and the things that keep you up at night. Questions may range from the easier ones, like "When do you want to retire?" to the harder ones, like "What happens if the breadwinner in the family hits hard times ?" They'll guide us to both building your wealth and protecting it if life doesn't go according to plan. I'll follow a proven process and utilize the myriad of tools and resources at my fingertips to create a financial strategy that takes it all into consideration and uniquely fits what matters to your family.
Before joining Edward Jones, I worked on the mutual fund side of the business, helping financial advisors find the right fit for their clients. It gave me an inside view to the way Edward Jones always puts their clients' interests first. I made the leap to be on this side of the desk with this client-focused firm and haven't looked back. Every day is a joy, working one-on-one with nice people, working as a team to unravel the intricacies of their financial lives and helping to set them up for a future of success.
Outside of work, my wife and I are actively involved in our church. We love to entertain friends and purposefully chose our house because it has room enough for a large crowd. I am both a former karate teacher (I have my black belt) and a dance instructor (I owned a dance studio). And I'm a Montrealer through and through - born, raised and settled here.
My Personal Interests
- Home Theater
- Roller Skating/Rollerblading
- Sports Enthusiast
Office Address11 Boul. De La Cite Des Jeunes
Vaudreuil-Dorion, QC J7V 0N3 opens in a new window
Phone NumberMichael T Caney at (450) 424-9810
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