Work History
Edward Jones
Edward JonesJuly 2016 to Current
FINANCIAL ADVISOR
Soren Gran-Ruaz
1400 Cowichan Bay Rd Unit 15b, Valleyview Centre, Cobble Hill, BC V8H 0K9opens in a new window
Focus Areas
- Intergenerational planning
- Wealth strategies
- Sustainable Investing
- Education savings strategies
- Retirement savings strategies
- Business owner considerations
About Soren
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...
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...
Work History
Edward Jones
Edward JonesJuly 2016 to Current
Personal Interests
- Canoeing
- Backpacking
- Spending Time with Family
- Board Games
- Movies & Entertainment
Team Members
Linda HarkerClient Experience Specialist- Kelly RhoneClient Experience Specialist
Send Me a Message
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Location
Cobble HillMore to explore
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