You are so much more than your investments, which is why my work is so much more than managing money. My approach is much broader. I want to know about you – what’s important to you now and in the future. It's a big-picture, holistic approach to planning, with you at the centre.
In a nutshell, we help build and protect wealth and transition that wealth to the next generation.
There’s no silver bullet, no magic solution to investing. It takes a personalized strategy with quality investments and the discipline to stay focused. My goal is for my clients to feel informed, in control, and safe
I opened my Edward Jones practice as a financial advisor in 2003 where the culture supports a client-focused, collaborative environment that lines up with my personal values and provides career fulfilment. Edward Jones is employee owned, not publicly traded, therefore we don’t have shareholders and we can truly put you, our clients, first.
I spend my free time enjoying British Columbia and the Kootenays with its stunning scenery and outdoor activities that make me feel like I’m on vacation all year. This is a special place. People come to visit and never leave. I was one of them. I raised my children in Ontario and Alberta, then moved to Nelson in 1997. I feel fortunate to live here.
I am involved in my community, previously as a board member of the Osprey Community Foundation and as a Girl Guide leader. Currently, I'm active in Rotary and I appreciate being part of their philanthropic projects, both locally and internationally.
If you’re curious to learn more about what we do, how we do it, and how we can add value for you and your family, please contact us for a complimentary, no obligation consultation. Let’s see if we’re a fit and if we can help to support your goals and give you more time to do the things you enjoy.
- Retirement Income Strategies
- Intergenerational Planning
- Socially Conscious Investing
- Business Retirement Plans
- Wealth Protection Strategies
- Estate & Legacy Strategies
Office Address191 Baker Street
Nelson, BC V1L 4H1 opens in a new window
Phone NumberPeggy A DeVries at (250) 352-2254
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