I have always had a career in financial services, while my wife is an artist and a home stager. We have lived in Canada since 2000 and live in North Mississauga, very close to my Edward Jones branch office. We have a daughter, our only child.
Before joining Edward Jones, I worked for a few banks, including Bank of America and Citibank, with the last one being Scotiabank. One day, I noticed an Edward Jones advertisement offering freedom and flexibility of timing, a dedicated branch office administrator and a chance to manage a branch close to my house. I also found the business model at Edward Jones, offering not just mutual funds but everything from GICs, to ETFs to stocks and bonds as well as insurance solutions, to be very attractive. The fact that this is a company with a rich history and a great reputation within the investment industry made it even more compelling, so I began the application process.
What I absolutely love most about my career is the satisfaction of helping others secure their futures and grow their wealth, while protecting their families from the unexpected. In essence, I create integrated strategies for my clients, helping them achieve their financial goals using well researched products and a financial plan. I then help them stay on track through continuous monitoring and proactive adjustments.
I work primarily with individuals, families and business owners who are juggling with the need to save for their retirements with their desire to save for their children's education, using strategies that help them save on taxes.
Regardless of what stage you are in your life – whether you're just starting out and struggling to set aside a little each month or you are retired, and want to make sure you never run out of money, or that your estate issues are in order – I can help. Even if you already have a financial advisor and an investment plan in place, I'd be happy to provide a second opinion.
Phone NumberNaveed A Lotia at (905) 286-9325
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