You've worked hard, built a successful business, and everything is going according to plan. Then, the unexpected happens and your life is never the same. What happens to your business, your family, and you personally? How do you feel about the 3 critical activities required for a successful business exit: Personal readiness, financial readiness, and business readiness? It took two life altering events to find my true purpose and develop a clear vision for how I will make a positive difference in this world.
As an Edward Jones Financial Advisor it is my privilege to invest my time to understand what you're working toward and what's truly important to you before you invest your money. I practice Human Centered Complete Wealth Strategies, which is the combination of investment consulting, advanced planning, and professional relationship management to develop a holistic financial strategy that includes preparing for the unexpected.
We work predominantly with entrepreneurs and professionals that have families. Most desire a fruitful exit or transition of their businesses as part of their retirement strategy. Like many of our clients, I am a business owner and live in the Sea to Sky with my family.
I have been a Financial Advisor with Edward Jones since 2010 while pursuing continuous learning. I have earned the Certified Exit Planning Advisor®, Certified Financial Planner® and Chartered Investment Manager® designations. I attended the University of British Columbia’s Sauder School of Business and graduated a member of the Golden Key International Honour Society with a Bachelor of Commerce Degree.
My Senior Branch Office Administrator, Barbara Champagne, has been with me since 2012 and provides you with the highest level of service possible. Please don’t hesitate to call her for administrative questions regarding your investment and insurance statements, or your account in general.
I look forward to the opportunity to meet you and to learn your story - uncover what's important to you, and determine where you will get the best value from your financial relationship.
- Business Owner Considerations
- Wealth Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Socially Conscious Investing
- Retirement Savings Strategies
My Personal Interests
- Spending Time with Family
Phone NumberStuart McConnachie at (604) 905-4645
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