I live in Simcoe County with my wife Jenni and our three teens and have planted roots in the Barrie area to establish a practice focused on helping others. I've been with Edward Jones since 2013 and love serving my clients along with my Branch Office Administrator (BOA) Colleen.
Before I can develop an investment strategy for you, I get to know you. Why are you investing? What do you want to do? This is your financial future. It shouldn't be left to chance or some off-the-shelf plan.
The approach I work through with you should be as individual as you are. When you partner with my branch team, we follow an established process that starts with asking, "What's important to you?" And then we listen. Really listen.
After we understand what's important to you and why, together we build a strategy tailored just for you based on your financial needs.
By working through the Edward Jones 5-step Asset Management Process with you, I can:
• Help assess your tolerance for risk
• Create a quantifiable, actionable financial goal based on what's important to you
• Recommend investments and strategies that support and align with your goals
I believe that when it comes to financial matters, the value of professional advice cannot be overestimated. Depending on what's important to you and the strategies you put into place, it may make sense to bring your legal and tax professionals into this process. I will work in partnership with the other key members of your team – like your CPA or attorney, our team at our home office – as needed to help achieve your success.
Starting this process is as simple as answering a few questions to help determine what's important to you. Contact me to get started today.
- Charitable Giving
- Business Owner Considerations
- Retirement Savings Strategies
- Wealth Protection Strategies
- Estate & Legacy Strategies
- Education Savings Strategies
My Personal Interests
- Spending Time with Family
Phone NumberRob Kilgour at (705) 728-4500
More to explore
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Setting your path
We use an established process to help you reach your goals.Learn More