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Edward Jones - Financial Advisor: Brian Moist

Edward Jones - Financial Advisor: Brian Moist

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10833 160 St Unit 603, Surrey, BC V4N 1P3, Canada Get Directions
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ABOUT   Services Excellence Summary

Have a Dialogue about Financial Goals - Join the Team Edward Jones desires the opportunity to have a conversation with you about your financial goals. If you want to plan for retirement, save for your child's education, or need help with tax planning, our team can help you. I joined Edward Jones after a long career as a Canadian banker. Over time, I had many roles, but I found pleasure in the industry of working with clients and meeting their financial goals. I wanted to become an Independent Financial Advisor, so I looked for Edward Jones to achieve this dream. The freedom the company gave me and the support we received from the company made it possible for us to have our company. We built it for 16 years, and Julie became a significant part of our team. We have grown and changed, and the support we received from the company is still overwhelming. Financial services have changed, and I honor being part of Edward Jones a network of 40,000 associates. Edward Jones is the largest general Partnership worldwide with over 25,000 associates as Limited Partners. Julie and I are Limited Partners, and this fills us with pride. Financial services with a conscience-Based Approach Incorporating the Partners and owners of Edward Jones has energized our approach to business. The company believes in quality investments that clients can own for their entire lives through a diversified portfolio. Our relationship with our clients is a critical part of our practice. We want to know our clients and be involved in their lives.

 

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