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
Trish McNamee, Financial Advisor

FINANCIAL ADVISOR
Trish McNamee

986 2nd Avenue East, Owen Sound, ON N4K 2H6opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth strategies
  • Business owner considerations
  • Estate and legacy strategies
  • Retirement income strategies
  • Sustainable Investing
  • Special needs financial considerations

About Trish

Being a financial advisor with Edward Jones, I focus on providing comprehensive personalized wealth strategies for my clients.

Success and resilience require a support team that has your back. Myself, along with my branch office administrator, Kariss Cureatz, and our team of professionals, are your support team.

With 20+ years in the financial services industry, including accountant, financial analyst and financial advisor roles, my professional knowledge and practical experience have provided me with the tools and scope to better serve the diverse needs of my clients,

I take a fully integrated approach, working closely with you and your accountant, lawyer, and other trusted...

Personal Interests

  • Outdoor Enthusiast
  • Sailing
  • Golfing
  • Art Museums
  • Vintage Cars

Team Members

  • Kariss Cureatz
    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 08:30AM - 04:30PM
Tue 08:30AM - 07:00PM
Wed 09:30AM - 04:30PM
Thu 08:30AM - 07:00PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(226) 277-0777

Fax

(833) 842-5496

Office Address

986 2nd Avenue East
Owen Sound, ON N4K 2H6opens in a new window

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