Find a Financial Advisor
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your accountant, lawyer and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can help with your retirement savings strategy so you have more options when you retire. I can also help you develop a comprehensive estate strategies if you want to leave something for your heirs. I joined Edward Jones as a financial advisor in 2011 and have been serving the Thornhill, Ontario area ever since. I've lived in Toronto since 2007 and am an active member of the local community. I offer complimentary educational seminars, such as Women and Investing, to educate and empower women in the community and promote financial literacy. I have also participated in the Junior Achievement Program to teach young students about the importance of money management. My branch office administrator, Jean Liao, has 9 years of experience and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general. Relationships are key, and in our view, meeting face to face builds strong relationships. I would like to help to provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options. Visit https://bit.ly/38oSWps