If you're like me, and most of my clients, you could talk all day about your family. They bring both joy and worry, and it's their well-being that drives so many decisions.
In my practice as a financial advisor, I work with both young and mature families. Whether they're helping older parents, putting their kids through school, looking to stay financially organized or thinking about their legacy, we work together as a team making sure that we give purpose to how we invest their money.
When we work together, I'll take the time to really learn about you and your family. There's no way I could build a meaningful financial strategy without this deep level of knowledge. This is a lot of fun for both of us because I'm naturally curious and you get to talk about the things that matter most to you. I'll make sure you understand everything I recommend so you feel comfortable about your financial strategy and secure about your future. I pride myself on being genuine and honest in serving each client.
I've been working as a financial advisor since 2007 with extensive experience in helping families with their investments, banking, insurance and overall financial strategies. I earned my CERTIFIED FINANCIAL PLANNER® designation in 2012 and received the Chartered Investment Manager certification in 2018. I chose to join Edward Jones in 2022 because I personally relate to the client-first philosophy and have access to a broad range of investments to make sure each client gets the ones that are best suited for them.
I've been a Toronto native my whole life and am raising three young children with my wife. We're an active family who enjoy a variety of sports including skiing, swimming and soccer. I play guitar casually and hockey weekly, and I lose dance-offs to my daughter daily.
I invite you to join me in following my late Greek grandmother's sage advice, "Watch your money" which loosely translates to "Live your life but be smart about money." Let's talk about what you want for yourself and your family and then set the financial path to get you there.
- Retirement Savings Strategies
- Intergenerational Planning
- Business Owner Considerations
- Business Retirement Plans
- Wealth Protection Strategies
- Education Savings Strategies
Phone NumberRyan Yoannou at (416) 861-1195
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