I am a life coach. I help people mitigate their risk and protect the wealth that they've worked so hard for, so that no matter what happens in their lives, two things will be certain: they will always have enough and everything will be okay.
We want to work, build and deepen relationships with clients who appreciate the excellent service and advice that we, as a team, provide.
We commit to our clients by providing a written financial strategy. We have a consistent process which leads to client loyalty and introductions to the people they care about.
I have been in the investment industry for over 30 years, and with Edward Jones since 1998. I am honoured and humbled to have received the Circle of Success award, celebrating our commitment to make a positive difference in our clients' lives.
My areas of focus are:
Retirement Income Strategies
Retirement Savings Strategies
Investing for Women
Estate & Legacy Strategies
Wealth Protection Strategies
On a personal note, I love spending time with my family. I've been married to Shirley for over 25 years and am blessed with 2 wonderful children, finance savvy Brandon, and artistic Kamryn. I play basketball with friends regularly.
I believe that education is very important and our team regularly hosts seminars that educate and inspire women, seniors, business owners and their families.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Protection Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Charitable Giving
My Personal Interests
- Spending Time with Family
- Community Outreach
Phone NumberRod Chin at (416) 391-9200
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