Steven Elliott

While working with our clients, I believe that educating and explaining financial concepts is just as important as the recommendations that we make here at Edward Jones. There's a lot of information and approaches out there to consider today therefore we try to address complex ideas with simple explanations.

Our primary focus at this branch is serving pre-retirees (10 years or less from retirement), retirees and business owners.

We partner with our clients to understand what's important to them, their family, and their specific situation. We then use our established process to design and implement their unique financial strategies. We work closely with our clients' tax and legal advisors to help ensure the investment, retirement and estate plans align together. We offer insurance solutions towards protecting their goals from unexpected life events. I take the time to explain what we are doing and why. As I plan to work here for many years to come, I tell my clients I'll be the one to keep them on track for the long-term.

I'm passionate, focused, and driven as a Financial Advisor at Edward Jones. I've been humbled to be welcomed into my clients' lives and to learn about their past experiences as well as their future hopes and desires – plus also be there to provide guidance for the next generation.

I was born in Sault Ste. Marie, Ontario, and as a "Northerner" of half-Finnish descent, I truly enjoy spending time outdoors with my wife, Maricia, our adult daughters, Alicia and Catherine, and our dogs, Max and Bentley. My interests include hiking, canoeing, cycling and cross-country skiing. Additionally, I believe in the importance of being an active part of the community. I'm a member of various clubs such as the local Chambers of Commerce, Knights of Columbus, Toastmasters International, the Ancient Mariners Canoe Club -- plus have volunteered this year as an emcee for Cambridge's Celebration of the Arts Festival and to dress up as Santa Claus for Waterloo Park's Festival of Lights.

Putting together cohesive financial strategies can feel overwhelming at first. The hardest part is just getting started. Please consider reaching out to book a no-obligation discovery meeting with us – we pride ourselves on being approachable and treating everyone like family.

READY TO TALK?
Call me directly at (519)740-2080 or email me at [email protected].