At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We develop a solutions-based approach to assist clients with wealth strategies, estate consideration, insurance solutions, education savings strategies, and retirement strategies.
I joined Edward jones back in 2011. The firm's small-town heritage and personable values truly resonated with my personal values growing up in the small town.
Whether you are planning for retirement, saving for children or grandchildren's education, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We use an established process to create personalized strategies by partnering with you throughout your lifetime, and truly discovering what's important to you and your family.
In 2018, I was fortunate to become a limited partner within Edward Jones and I am a member of a regional leadership team responsible for growth and hiring in Southern Ontario. Our leadership objectives are all centered on one common theme - improving the experience at Edward Jones in order to deeply serve more Canadian families.
Our team provides a highly personalized service which may include other professionals such as tax or legal professionals to help clients reach their unique goals and needs. The firm has thousands of people and advanced technology supporting our office. Our mission is to be the trusted advisor for all aspects of your life.
As a Full-Service Investment Advisory firm, we are not restricted to any investment product or service, and work exclusively for the benefit of our clients. We care deeply about helping our investors achieve their goals and objectives, and endeavor to provide them with the highest-quality service and guidance in a transparent and unbiased way.