Certified Financial Planner and full service advisor with Edward Jones since 2003.
Over 25 years in the financial services industry.
Services include:
Investment Strategies;
Retirement Planning;
Asset protection (insurance);
Estate Planning;
Responsible Investing Options utilizing Environmental, Social and Corporate Governance (ESG) standards.
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
Minimum Account Size
$250,000+
Investor Type Dealt With
Individual
Type of License
IIROC
MFDA
Provinces Licensed In
- Alberta
- British Columbia
- Newfoundland and Labrador
- Nova Scotia
- Ontario