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
Intergenerational Planning
On a personal note, I've been married to Shirley for over 25 years. In June 2021, my son Brandon joined our team as a Financial Advisor. I am very proud of him.
I believe that education is very important and our team regularly hosts seminars that educate and inspire women, seniors, business owners and their families.
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Protection Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Charitable Giving
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Protection Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Charitable Giving
My Personal Interests
- Basketball
- Spending Time with Family
- Volunteering
- Baseball
- Community Outreach
Personal Interests
- Basketball
- Spending Time with Family
- Volunteering
- Baseball
- Community Outreach
Office Information
Phone Number
Rod Chin at (416) 391-9200Branch Team
- Minnat Ahmed
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Branch Team
- Minnat Ahmed
- Sr. Branch Office Administrator
Branch Team
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