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Syed Zaidi, Financial Advisor

Focus Areas

  • Retirement income strategies
  • Intergenerational planning
  • Values- and faith-based investing
  • Charitable giving
  • Education savings strategies

About Syed

As a financial advisor with Edward Jones, I believe true financial advice goes beyond charts and numbers, its about listening, understanding and building relationships that support your life goals, whether that's planning for retirement, saving for your children's education or navigating major life transitions.

I've been in the financial industry for over seven years. That experience has given me a broad perspective on how to serve clients with different needs and life stages. Edward Jones provides me with the ability to provide more personal, relationship-focused advice - where your values, dreams and goals are truly at the centre.
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Work History

  • Edward JonesJuly 2024 to Current

Personal Interests

  • Outdoor Enthusiast
  • Hiking

Team Members

  • Paula Chaves Mejia
    Sr. Branch Office Administrator
  • Bethan Eschner
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

Learn More