MY INSPIRATION
My father lost his parents at a young age. In order to pay the mortgage, he had to start working at the age of 10 and quickly realized the value of a dollar. My parents instilled in me the values of working hard, saving early and making smart decisions with money. At the age of 13, I read my first investment book. It sparked a passion in me to figure out “How can I make my money work for me?”
EDUCATION & EXPERIENCE
This passion led me to achieve an Honours Bachelors of Commerce (B.COM) at McMaster University specializing in Finance. Thereafter I worked in analytical roles across manufacturing, real estate development & investment industries gaining experience in financial statement and acquisition analysis. During this time I earned a Chartered Financial Analyst (CFA®) accreditation in 2009.
CHANGING LIVES…IT STARTS WITH LISTENING
What I love about my role is that I help families achieve their financial goals by listening to what’s important to them, creating personalized strategies and partnering with them to ensure they are on track.
WHY I WORK WITH EDWARD JONES?
Partnering with Edward Jones has allowed me to offer a full suite of investment products to my clients without influence of fund incentives or limited products; we offer stocks, bonds, exchange traded funds, mutual funds and GIC’s. I am fully independent to provide advice and management tailored to each of my client’s needs.
ARE WE THE RIGHT FIT FOR YOU?
We would start by having a discovery meeting to understand where you came from, where you are today and where you want to be in the future. What are your dreams? What is important for you? I would also introduce everything I think you should know prior to deciding to work with us: how we can help, our philosophy to investing and our compensation options. That way, we can determine if we are the right fit to work together.
I look forward to meeting and introducing you to the wealth of options at Edward Jones.
My Personal Interests
- Canoeing
- Sailing
- Tennis
- Volleyball
- Running
Office Information
Phone Number
Robin Cooke at (905) 857-9903- Jessica Richter
- Sr. Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 09:00AM - 05:00PM |
Mon | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Friday | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 09:00AM - 05:00PM |
Mon | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Friday | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
- Jessica Richter
- Sr. Branch Office Administrator
Branch Team
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