Edward Jones Investments has been in business since 1871. We are based in St. Louis, MO and have a Canadian Head Office in Mississauga. We are a global company with over 10,000 offices in North America and in the United Kingdom. We are a full service investment firm that serves the individual investor.
My office is located in Oshawa at 1050 Simcoe St. N. I have been with Edward Jones since 2002. Prior to that I was an accountant for 12 years and received my Certified Financial Planner designation in 2000. I provide personal financial service and help my clients achieve their retirement goals. In addition to retirement planning I also provide investment planning and estate planning. I diversify my clients with many different products using stocks, bonds, mutual funds and segregated products. We do not have proprietary products and Edward Jones has received the J.D. Power & Associates award 3 years in a row for being recognized as the number 1 brokerage firm in Canada.
I educate my clients by hosting seminars and broadcasts throughout the year. I also provide complimentary portfolio reviews. For a free consultation please contact me at 905-571-6180.
At Edward Jones we are "making sense of investing".
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