Avoid potential mail disruptions with Online Access & e-Delivery

A Canada Post labour disruption may take place as early as May 22. Enrol in Online Access and choose e-Delivery to receive statements and other communications during mail interruptions. 

Skip to Main Content
Timothy Broesch, Financial Advisor

FINANCIAL ADVISOR
Timothy S Broesch

9919 Main Street Unit A, P.O. Box 1080, Summerland, BC V0H 1Z0opens in a new window
CallSend Me a Message

Focus Areas

  • Estate and legacy strategies
  • Wealth protection strategies
  • Wealth strategies
  • Retirement savings strategies
  • Retirement income strategies

About Timothy

Everything in my world revolves around family. Being a son, brother, father, husband and grandfather has taught me the importance of relationships and family. Showing respect for others, having empathy, and truly listening to others, are skills not only important in staying close to family, but also key attributes in building a sustainable business in any community. We strive to treat our clients like family and use the tools and skills at our disposal to help clients understand and navigate the sometimes confusing and complex financial world.

Having been self-employed for almost 30 years, I have learned the importance in deeply...

Work History

  • Edward JonesJuly 2011 to Current

Personal Interests

  • Fishing
  • Hiking
  • Personal Fitness
  • Backpacking
  • Cooking

Team Members

  • Elaine Trackl
    Sr. Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(250) 494-1800

Fax

(877) 335-9207

Office Address

9919 Main Street Unit A
P.O. Box 1080
Summerland, BC V0H 1Z0opens in a new window

Mailing address

P.O. Box 1080
Summerland, BC V0H 1Z0

More to explore

My priorities

What are your priorities?

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

Take the quiz

Setting your path

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

Learn More