Edward Jones
376 Harbour Rd Suite 100 V9A 3S1 Victoria, BC, Canada

I can explain the importance of different types of insurance (life, disability, long-term care, etc.) and help you determine if you have adequate coverage. [EDJ2020]

Before you make a budget it's important to identify your short-term (paying your credit card, reducing weekly expenses) and your long-term goals (saving to buy a house or a car). I can help you create an investment strategy to address your needs. [EDJ2020]

By focusing on what you can control, you’ll be in a better position to move forward when it comes to things like planning for your estate, your mortgage or your investment strategy. [EDJ2020]

Preparing for emergencies and considering your insurance options are an important part of any financial strategy. Our general guidance is that individuals nearing retirement should have three to six months of living expenses in emergency cash. This recommendation is a general guideline you may need more or less, depending on factors such as your job security and access to outside credit sources. Let’s work together to better you prepare for those unexpected situations. [EDJ2021]

Do you know if you’ll have enough money saved for retirement? Less than half of working investors can tell you. Use this financial calculator to make an estimate of how much you’ll need. I can help you stay on track.[EDJ2021]