As a financial advisor, I love coaching high net worth individuals, independent women, families, and business owners to help them reach their financial goals.
You are more likely to achieve your financial goals when you have a written plan in place. To help create an effective personalized financial plan, I take my clients through a detailed discovery process. We meet regularly with clients reviewing and updating goals and working in concert with their accountants and lawyers as well as our support team at head office to navigate the many financial decisions that life presents.
My branch is located in beautiful Belmont Village, a short walk from our home. My Branch Office Administrator, Amber Cotter, and I monitor your progress to ensure you are on track to reach your financial goals. We strive everyday to work with integrity, intensity, and intelligence.
Edward Jones is a limited partnership with branches in Canada and the U.S. The scope and size of our firm gives clients access to an outstanding support team. Clients benefit from our expertise in all aspects of financial planning and investment including stock research, bonds, GIC's, mutual funds, ETF's, and insurance (life, disability, long term care, critical illness).
My wife Pamela and I have raised our children Rachel, Brendan, and Liam as well as our dogs Patches and Fergus in K-W. I have enjoyed coaching my sons’ ice and ball hockey teams for over a decade. I have served the community as President of the Belmont Village BIA and am currently a Board member for the Belmont Village Festival. In my spare time I enjoy the outdoors, golfing, reading and travel.
If you would like a complimentary portfolio review, help with developing your written financial plan, or if you have a question about an investment, please give us a call at (519) 570-9901. I look forward to your call and to exploring how I can help you meet your financial and life goals.
- Business Owner Considerations
- Intergenerational Planning
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Wealth Protection Strategies
Office Address684 Belmont Avenue West
Kitchener, ON N2M 1N6
Phone NumberTerry Bax at (519) 570-9901
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