As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.
But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals
My experience in the financial industry began in 1994, subsequently joining Edward Jones in 2013 on Bowen Island, BC. Edward Jones allowed me to locate our office close to the community I serve, which has afforded me a positive work/home life balance to raise my two children. It has been my pleasure to volunteer and contribute annually to the different community events and charities, such as Tourism Bowen Island's Light-up-Bowen Christmas event, Bowen Island Trail Society (BITS) - Handloggers Marathon, The Bowen Foundation, and the Bowen Island Golf Association (BIGA) fundraiser since moving to the island in 2004.
Relationships in our community are key, and in our view, meeting face to face builds strong relationships. Look forward our meeting.
My Personal Interests
Office Address101-475 Bowen Island Trunk Rd
Po Box 338
Bowen Island, BC V0N 1G0 opens in a new window
Phone NumberRoss McCorquodale at (604) 947-0084
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