Work History
Edward Jones
Edward JonesMarch 2019 to Current
FINANCIAL ADVISOR
Theresa Coates-Pouliot
1626 Richter Street, Unit 106, Kelowna, BC V1Y 2M3opens in a new window
Focus Areas
- Business owner considerations
- Wealth strategies
- Estate and legacy strategies
- Wealth protection strategies
- Intergenerational planning
- Charitable giving
About Theresa
Growing up on a family farm, I understand firsthand the dedication and hard work that business owners put into their enterprises. This experience fuels my passion for helping people succeed in achieving and protecting the lifestyle they've envisioned and worked hard for.
To me investing is more than just managing money; its about aligning your financial strategy with your life's aspirations and protecting your assets for the future. At my practice, we provide a sophisticated, comprehensive approach to managing your financial affairs with a steadfast commitment to your privacy.
Our success is measured by your understanding, that you feel in...
To me investing is more than just managing money; its about aligning your financial strategy with your life's aspirations and protecting your assets for the future. At my practice, we provide a sophisticated, comprehensive approach to managing your financial affairs with a steadfast commitment to your privacy.
Our success is measured by your understanding, that you feel in...
Work History
Edward Jones
Edward JonesMarch 2019 to Current
Personal Interests
- Horseback Riding
- Sailing
- Traveling
- Community Outreach
- Book Collecting
Team Members
Kelsea BalataBranch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Location
KelownaMore to explore
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