Work History
Edward Jones
Edward JonesFebruary 2025 to Current
FINANCIAL ADVISOR
Swapnil Modi
250-B Greenbank Road, Suite #229, Nepean, ON K2H 8X4opens in a new window
Focus Areas
- Retirement savings strategies
- Special needs financial considerations
- Wealth protection strategies
- Divorce finances
- Education savings strategies
- Estate and legacy strategies
About Swapnil
Your financial future deserves a strategic partner. I empower Canadians to not just save, but to protect their wealth purposefully. As an Edward Jones financial advisor, I believe it's important for me to truly understand your goals and needs before you invest your money. Whether it's early retirement, funding a child's education, or building a lasting legacy, I help you put it all together by creating a tailor-made financial plan.
My approach is personal. Before we even talk about investments, we'll talk about you. Once we have a thorough understanding of your goals and needs, I craft a financial plan that...
My approach is personal. Before we even talk about investments, we'll talk about you. Once we have a thorough understanding of your goals and needs, I craft a financial plan that...
Work History
Edward Jones
Edward JonesFebruary 2025 to Current
Team Members
Jennifer O'ReillySr. Branch Office Administrator
Kiran ChopraSr. Branch Office Administrator
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Location
NepeanMore to explore
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