As a financial advisor, I want you to feel educated about your choices, in control of your decisions, and supported by the significant resources available through Edward Jones and myself.
Whether you are managing your life savings while enjoying retirement or still building your retirement dreams, by working together we will help you realize your goals. If you are managing your priorities to optimize government grants for your children or grandchildren's education, or to take advantage of income tax breaks offered by RRSPs and TFSAs to better grow your future financial freedom, I would be happy to serve as your 'coach' along the way.
My career has been almost exclusively in finance and accounting and I have experience in business, government, and public practice. I hold both my Chartered Professional Accountant (CPA) and my Certified Financial Planner (CFP) designations. Although I had previously worked at a bank-owned brokerage, I made the choice 15+ years ago to join Edward Jones based on the values of the firm in always placing the interests of my clients first.
Myrna Kushniruk, my Branch Office Administrator, has been in the Edward Jones Peachland office for 7+ years. She and her husband, Ken, live in Penticton and enjoy hiking, cycling and gardening. She's the friendly face you'll first see when coming into the office and is an integral part of our business.
In our free time, my wife, Yvonne, and I are avid cyclists and enjoy being active for both the physical and mental challenges it provides. We are happy to call Peachland home, having moved here more than 20 years ago to raise our children, Mathias and Nicola. To our great happiness, they both have put down roots in the Okanagan area as well.
To learn more about how I can help you achieve your life goals through planning, solutions, and ongoing coaching centered on your unique circumstances, visit us at our office in downtown Peachland, or call me to share what is important for you and your family.
Phone NumberShayn Moritz at (250) 767-3358
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
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