I passionately help people transition into retirement financially!
Living in retirement begins with being clear on what is important to you and then using your resources to successfully provide for you throughout your retirement. Effective retirement planning requires vision, preparation and disciplined execution.
In my practice, I carefully listen to my clients so that I am clear on what is really important to them. I then partner with legal and accounting professionals to build a tax efficient income for their entire retirement.
I am a Bachelor of Commerce graduate now in my 10th year as a Financial Advisor with Edward Jones.
If you are thinking about your retirement and would like to know when you will be ready and/or how you may get there, I would like to help you.
Phone NumberSteve Preece at (403) 257-2585
|Mon||07:00AM - 04:30PM|
|Tue||07:00AM - 04:30PM|
|Wed||07:00AM - 04:30PM|
|Thu||07:00AM - 04:30PM|
|Fri||08:30AM - 03:00PM|
|Sat||By Appointment Only|