The Value of Edward Jones

The Edward Jones Advantage

There's an advantage in working with a Edward Jones advisor who knows you – and your financial goals. That's what makes Edward Jones different from other investment firms. Supporting the relationship between you and your Edward Jones advisor shapes nearly every aspect of our business.

You may have seen one of our branch offices in your community. That's because we believe you deserve more than a 1-800 number when it comes to your financial future.

What you may not know is that we're a company with thousands of associates and sophisticated technology supporting your local Edward Jones advisor.

The Edward Jones approach in determining your goals, and developing tailored financial strategies, has been helping Canadians reach their long-term financial goals for more than 20 years.

In fact, we like to think we became one of the largest financial services firms in the country by not acting that way. If you're ready to work with a different kind of investment firm—one that cares as much about why you're investing as what you invest in— you're ready to work with Edward Jones.

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Working with an Edward Jones Financial Advisor

Whether you're new to investing or have been investing for years, you owe it to yourself to experience the difference of working with an Edward Jones financial advisor. Our firm is built to deliver personalized service, and we treat you with the respect you deserve. We've been helping Canadians reach their long-term goals for more than 20 years.

You'll notice the Edward Jones difference almost immediately. From the branch office administrator who greets you by name to your financial advisor who takes the time to get to know you and why you're investing….it's the small things we do that make a big difference.

Meetings with your financial advisor fit your schedule and can be in the office, over the phone, by video conference or at a location that's convenient for you.

As you work on important goals like retirement, sending kids to college or university, or leaving a legacy, our attention to personal service is what will stand out.

We're not just here to place an order. Your financial advisor will ask questions and really listen to what you have to say because you deserve a financial strategy built specifically for you. One that you can understand and can stick with.

Your financial advisor will review your strategy regularly, explain costs, keep you informed and contact you to discuss any changes.

As an Edward Jones client, you can also review financial information any time through our secure Account Access.

But investing is about more than money. An Edward Jones financial advisor understands that. If it's important to you, it's important to us. That's why we build personal relationships with clients one at time.

We get it. Investing can be complicated. Ask all the questions you want, and we will answer them in plain English. Your financial advisor is your long-term financial partner. These are important goals and you need an advocate – someone who listens and really understands what's important to you. We believe that's the best way to develop a personalized financial strategy.

Are We Right for You?

Focus On You

Every investment firm has principles. And they usually sound exactly the same. We believe Edward Jones is different in almost every way. Our principles were deliberately created with you in mind. We don't just talk about personal service. We're built to deliver it.

  • Your dedicated financial advisor – It's your financial future, so an 800-number or Internet search for financial advice doesn't cut it. You have a relationship with an Edward Jones advisor, who spends time to learn why you're investing and then develops a personalized strategy. No cookie-cutter plans here.
  • In your neighborhood – With nearly 700 financial advisors in Canada, you shouldn't have to go far to find an Edward Jones office in your community. That means you can actually meet with an Edward Jones advisor to discuss what's important to you.
  • Tailored for individual investors - All of our resources – including investment research, online account access, easy-to-understand statements, sophisticated software and detailed reports – are developed with you in mind.
  • Experienced support team - Backing up this personal service is a company with thousands of people and advanced technology. Your financial advisor uses these resources to develop the best strategy for you.

We spend the time and have the knowledge to help you sort through complicated financial questions. Most financial services firms claim to focus on you and your needs, but can they really do it? We believe Edward Jones is uniquely positioned from the ground up to provide the attention, respect and service you deserve.

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Prepare for Your First Appointment

Image: Three ways to prepare for your appointment
We're honored that you're considering working with us to help achieve your financial goals. Here are three ways you can prepare our first appointment.
  1. Think about why you're investing
    Understanding the "why" will help you be better prepared to discuss your goals and strategies to help reach them. What's important to you and your family? What do you want to achieve?
  2. Gather your statements
    If you've worked with a financial advisor before, it's helpful to know about your current investments and your experience to date. If you're new to the investing world, we promise to talk with you, not at you. Our goal is to empower you with the knowledge you'll need to pursue your goals.
  3. Bring your questions
    We want to make sure to answer any investment questions you may have, as well as how we can best work together. What do you expect? How often do you want to touch base?
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