My deep love for supporting my community and giving where I live is a leadership philosophy I thrive to fulfill daily. A customer first culture and sense of community makes Edward Jones a natural and ideal place for me to work. I enjoy working for a company that not only compliments my professional values but also my personal values.
With over 15 years of leadership experience on Not-For Profit Boards, the Banking and Telecommunication sectors I am equipped with the business intelligence that enables me to excel in my current role as a Financial Advisor within Edward Jones.
I have built my business based on trust, transparency, and accountability by taking the time to get to know who my clients are and to learn what means the most to them.
As an Edward Jones financial advisor, I believe it is important to invest my time to understand what you are 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 preparing for retirement, saving for post-secondary 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 are dedicated to providing you top-notch client experience.
I welcome the opportunity to work with you, 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.
I currently live in Brantford with my family. I am an avid sports enthusiast and enjoy giving where I live and being socially responsible.
You can reach me directly at 519-861-3993.
- Business Owner Considerations
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Education Savings Strategies
- Wealth Protection Strategies
- Wealth Strategies
My Personal Interests
- Community Outreach
- Social Responsibility
- Spending Time with Family
Phone NumberSadeki Simpson at (519) 770-0007
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