As a financial adviser, I love coaching high net worth individuals, independent women, families, and business owners to help them reach their financial goals. You are more likely to achieve your financial goals when you have a written plan in place. To help create an effective personalized financial plan, I take my clients through a detailed discovery process. We meet regularly with clients reviewing and updating goals and working in concert with their accounts and lawyers as well as our support team at head office to navigate the many financial decisions that life presents.
I strive to work with intelligence, intensity, and integrity every day. My branch is located in beautiful Belmont Village, a short walk from home. I am currently in the process of hiring a Branch Office Administrator who will be dedicated to providing exceptional client experience.
Edward Jones is a limited partnership with approximately 17,000 branches in Canada and the U.S. The scope and size of our firm gives clients access to an outstanding support team. Clients benefit from our expertise in all aspects of financial planning and investment including stock research, bonds, GICs, mutual funds, ETFs and insurance (life, disability, long term care, and critical illness).
My wife Pamela and I have raised our children Rachel, Brenda, and Liam as well as our dogs Patches and Fergus in K-W. I have enjoyed coaching my sons' ice and ball hockey teams for over a decade. Currently I serve the community as President of the Belmont Village BIA and as a board member of the Belmont Village Bestival. In my spare time I enjoy the outdoors, golfing, reading and travel.
If you would like a complimentary portfolio review, help with developing your written financial plan, or if you have a question about an investment, please give us a call at (519) 570-9901. I look forward to your call and to exploring how I can help you meet your financial and life goals.
Because of Government regulations regarding Covid-19 our hours may change. Please visit our website or social media platforms to confirm when we are open.
Mon – Fri: 8am – 5pm
684 Belmont Ave W, Suite 203
Kitchener, ON N2M 1N6
Phone: (519) 570-9901