My team of trusted professionals and I want to understand what's important to you.
It all begins with meticulous client discovery to uncover what matters most. Then in collaboration with clients and our team of trusted professionals, we will create personalized action plans, that utilize sound investment and estate advice, tax efficient insurance strategies, tax efficient income strategies and planning based on your personal goals. Clients can rest assured we offer transparent cost structures, strong governance and credibility.
My clients include but are not limited to: retirees, business owners, executives and professionals such as lawyers, accountants, engineers and physicians.
Aligned with our firm's philosophy, I have adopted a conservative investment approach with a strong focus on capital preservation, income generation and steady progression toward long-term results to help my clients feel secure about their future.
I have more than 20 years' experience in the financial services industry and as a financial advisor at Edward Jones, I am passionate about building relationships and helping people succeed.
My wife Grace and I live in the Beach area of Toronto. If you don't find us running or cycling on the waterfront, we're probably out spoiling our three young and energetic nephews.
Meghan Kedney, my office administrator, is readily available and is dedicated to providing you with the highest level of personalized customer service.
Contact us today to learn how we will partner with you throughout the various stages of your life in order to help you meet your financial goals.
Phone NumberRobert Secord at (416) 461-0108
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