For the majority of Canadians the first step to building wealth, is building a trusting relationship with a Financial Advisor. I welcome you to interview me.
Everyday you work hard to earn your money and you make decisions about your money, big and small. I strive to empower my clients to approach all money matters with a sense of clarity and confidence. Empowerment comes with having a customized plan and understanding of their personal investment strategy.
I chose Edward Jones because every family is recognized as truly unique. We value personal relationships based on a deep understanding of your distinct financial needs.
We face many challenges these days and in light of the pandemic, I see a trend with my clients to simplify their lives. And that is exactly what Sanchita Biswas, my business partner and branch office administrator strive to do.
I believe our established process can help you define what is important to yourself and your family. Does that include putting your children through university, making sure you've saved enough for retirement, leaving something for your heirs, understanding volatility and protection, something else or perhaps all of the above?
I am proud to serve the community I grew up in. And although I have gained valuable experience outside of Georgetown, attending school and working for a number of large global corporations that have allowed me to travel the world, this has always been home. A place where I want to make a difference for you and your family, and a place where I want to raise mine. My partner, Matt and I, have two awesome kids, Van and Mia. Our family is completed by our two crazy dogs, Lily, the stout bull terrier with a big heart and Cheech, our 6 lb Chihuahua with the big personality.
We are interested in getting to know your family and understanding what is top of mind right now. Please send us a message or better yet give Sanchita and I a call at the branch, we look forward to hearing from you!
My Personal Interests
- Spending Time with Family
Phone NumberNicole J Brookes at (905) 873-7630
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