If you ask ten individuals what success means to them, you'd probably get ten very different answers, if you really listen.
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your accountant, lawyer and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
Before starting my practice at Edward Jones, I served in progressive roles within the financial services industry, including controller, accountant, financial analyst and financial advisor. Continually developing my professional knowledge and practical experience has provided me with the tools and scope to better serve the diverse needs of my clients. As a result, my client's include physicians, business owners, individuals approaching or in retirement, and families with multi-generational planning needs.
Outside of the office, my family comes first. We love spending our leisure time outside, including spending our Summers biking our local trails and sailing the waters of Georgian Bay and our Winters skiing, snowboarding and cheering for our daughter (Katie) at her snowboard races. In fact, I met my husband (Joe) on a mountain bike trail. We competed in the 1998 UCI Mountain Bike World Cup Championships (Masters category), representing Canada. I raced in the Downhill Mountain biking events and Joe in cross country. This set the stage for all our wonderful and extraordinary adventures yet to come.
Relationships are key, and in my view, meeting face to face builds strong relationships. I meet when it’s convenient for my clients because I recognize the challenging needs of their businesses and their lives.
Give me a call today. I'd love to hear about what matter's most to you.
- Wealth Strategies
- Business Owner Considerations
- Estate & Legacy Strategies
- Retirement Income Strategies
- Socially Conscious Investing
- Special Needs Financial Considerations
My Personal Interests
- Outdoor Enthusiast
- Art Museums
- Vintage Cars
Phone NumberTrish McNamee at (226) 277-0777
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