In 2001 I joined Edward Jones as a Financial Advisor, and became a Limited Partner with Edward Jones in 2007. Before Edward Jones, I graduated from Westervelt Business College and worked as a Financial Advisor at St. Willibrord Credit Union for 20 years. I attained my Certified Financial Planning designation in 2000. I have been an active member of the community, serving as the president and vice president of the Forest Kiwanis Club from 2013-2015 and I have been an executive member for Lambton Shores Minor Hockey Association.
As your Edward Jones branch team, Kelly and I believe it’s important to understand what you’re working toward; we take the time to truly listen and get to know you and then I use our established process to build personalized financial strategies to help you achieve your unique goals. Once these strategies are implemented, we maintain regular contact to inform you of any developments and address any needs or changes in your situation.
I am proud to serve a wide variety of clients with diverse goals. I work with individuals, families and businesses to address the following areas: retirement strategies, estate considerations, business owner needs, survivor and long-term care needs, life insurance needs, and education savings. In an effort to bring simplicity to my clients' lives, I assist in consolidating accounts to help them understand their investments. When a client calls our office, they reach myself, Kelly or Terrie, not an automated service or call centre.
Kelly serves as my full-time office administrator. She is dedicated to providing you with the highest level of service possible and can answer any administrative questions you might have.
We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives. If you'd like to have a conversation about your goals, investments or insurance, please contact us today!
Phone NumberPat Smits at (519) 786-4924
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