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.

Phone Number
1821 Robertson Rd, Suite 13 (Behind De Serres Art Store)
Ottawa ON K2H 8X3
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