Edward Jones

Edward Jones
Edward Jones

Personalized Financial Strategies
Focus Areas:

Retirement Savings Strategies
Retirement Income Strategies
Education Savings Strategies
Wealth Protection Strategies
Estate & Legacy Strategies
Business Owner Considerations

Experience and Background:

As your Financial Advisor, I believe it’s important to invest my time to understand what’s important to you and what you’re working towards before you invest your money. Using our established strategy and tools, I can help you determine the most appropriate financial strategy for you and your family. This includes addressing your insurance needs, as well as your investments. I can help you develop savings strategies for your retirement, your children’s education, and other goals. And when the time comes, I will continue to partner with you in planning how to optimize your income throughout retirement.

I am committed to providing professional advice and transparency in fees. With over fifteen years of industry experience and backed by the research and resources of Edward Jones, a Fortune 500 company, I bring a disciplined investment approach in achieving your financial goals.

I am a CFP® Professional, MBA graduate from Telfer School of Management of Ottawa University with an undergraduate degree in Engineering.

613-828-3919
1821 Robertson Rd, Suite 13 (Behind De Serres Art Store)
Ottawa ON K2H 8X3
877-653-0088
Monday 9:00 am – 4:30 pm
Tuesday 9:00 am – 4:30 pm
Wednesday 9:00 am – 4:30 pm
Thursday 9:00 am – 4:30 pm
Friday 9:00 am – 4:30 pm