As a financial advisor, I specialize in socially responsible investing.
I also believe it's important to dedicate my time to understand what you are 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.
The ability to impact lives has always been my goal. I strive to serve clients in an unbiased fashion with the support of a strong team of home-office professionals. I began my Edward Jones career in 2008 as a financial advisor in Cobourg. I became a limited partner with Edward Jones in 2015. After being in the financial services industry for 14 years, I have found that my clients really appreciate the time that I take to educate them on the strategies and investments we will be using, which in turn, helps them feel more comfortable when making decisions.
I attended Carleton University and graduated in 1999 with a master's degree in Applied Linguistics.
My wife of 22 years, Kassia Balian, and I have lived in Cobourg area since 2002.
I have served the firm as regional recruiting leader, and I currently serve as a field trainer for new financial advisors.
My branch office administrators, Sandra Ormel and Veronica Derry, have twenty-five years of combined experience and are dedicated to providing you with the highest level of service possible. Please don't hesitate to call on them with questions concerning administrative matters.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.
- Socially Conscious Investing
- Business Owner Considerations
- Estate & Legacy Strategies
- Wealth Protection Strategies
- Intergenerational Planning
- Charitable Giving
My Personal Interests
- Animal Rescue
- Social Responsibility
Office Address3 King Street West
Cobourg, ON K9A 2L8 opens in a new window
Phone NumberWernfrid Doll at (905) 373-9363
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