Edward Jones
2081 Merivale Rd K2G 1G9 Ottawa, ON, Canada

What's your starting point? When it comes to your financial future, it starts with answering 6 simple questions on what you're most hopeful for and any concerns you may have. Take the quiz, download your results and we'll help you identify actionable steps you can take to turn your vision into a reality that is unique to you and your financial goals. Get started today! [EDJ2021]

If you've landed your first job, it's time for a celebration. I'm excited for you and want to help you get started off on the right foot with a solid savings and investment strategy. Why not begin with your very first paycheque? [EDJ2021]

Edward Jones named a 5-Star Brokerage. [EDJ2021]

Learn how we’ve invested in integrated technology to benefit our financial advisors - and their clients. [EDJ2021]

I’m here to help you identify your goals so you can enjoy your retirement the way you want to. Whether this means planning for that dream vacation, donating to charities, or ensuring you leave enough for the next generation, I can help you make it happen.[EDJ2021]

It’s my priority, as an Edward Jones financial advisor, to help you adapt to change and refocus your goals in a way that benefits you. Here are some tips on what you can do to protect yourself while also planning to meet your short and long-term financial goals. [EDJ2020]

Money is a guarantee that we may have what we want in the future. Though we need nothing at the moment it insures the possibility of satisfying a new desire when it arises. ~ Aristotle [EDJ2020]

Starting to save for retirement even just a few years earlier can make a big difference. I can help you develop a financial strategy that works for you, even if you are still a long way from retirement. [EDJ2020]

The arrival of Covid19 has thrown us into situations that are utterly unique to our own living situation, family structure, health status, finances, and emotional resilience. It has been difficult not just for the authorities to make 'rules' on how to respond, but even within our own bubble we sometimes struggle to define what is right or wrong in any situation. Masks were sort of "maybe yes, maybe no" for many people only a few months ago. Do I visit my family? What if... my nana is elderly and sees my brother after the visit? Was that sneeze just the pepper on my potatoes or do I have Covid? My child says he has a tummy ache -- should he go to school? The point I am making is that we are unique, our lives are unique, and our responses are unique. You are an individual not only regarding how you deal with Covid, but how you deal with your finances. Contact me for an individual chat about your finances, not a generic meeting in a big building with somebody who doesn't truly want to understand your situation. You're unique and special - and you should treated as such.

Retirees consider family their greatest source of satisfaction, support, joy and purpose. 63% of retirees are willing to offer financial support to family even if it affects their own financial well-being. Learn more about The Four Pillars of the New Retirement.