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. 

William Penner, Financial Advisor

Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Education savings strategies
  • Business owner considerations
  • Estate and legacy strategies
  • Intergenerational planning

About William

The motivation behind my drive to become an advisor was predominantly my family and the immense pleasure I get from helping people. An unfortunate incident in my life led me to realize how essential it is to prepare for the unexpected. I want to assist my clients by listening to their stories and life struggles and give them wholesome comprehensive advice.

Prior to Edward Jones I was an advisor with Sun Life Financial for seven years. At Edward Jones, we put the clients' needs first. This approach enables us to focus on deepening our relationships with our clients and...

Work History

  • Edward JonesApril 2020 to Current

Personal Interests

  • Archery
  • Health & Nutrition
  • Outdoor Enthusiast
  • Chess
  • Volunteering

Team Members

  • Judith Sack
    Sr. Branch Office Administrator
  • Tamsen Neufeld
    Branch Office Administrator

Send Me a Message

* Required field
How can we support you?
* 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 - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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