Edward Jones - Financial Advisor: Brian C Merwin, CFP®|CFA®

Partnering with my Branch Office Administrator, Hardip Alang, my process-driven approach engages business owners, professionals, and families in White Rock and the surrounding area to deliver financial clarity and long-term perspective. We accomplish this through a five-step process: defining and prioritizing goals, establishing a personalized strategy to save for retirement and produce growth and income, devising plans and selecting investments for education costs, assessing risks or dependance on pensions, and finally, planning for tax and estate considerations. My journey as an investor began in 1990 when I received one dividend-paying share from a public company. Although I didn't understand it at that time, the power of compounding interest and exponential growth caught my attention. This drives my passion for investing and eventually led me to study financial management and enter the financial services industry. I enjoy sharing this knowledge with clients to help them understand the benefits of investing, which leads them closer to reaching their financial goals. I hold the Chartered Financial Analyst (CFA®) charter, which I earned in 2015. The CFA® charter is a prestigious and challenging program, with less than one in five candidates becoming a charterholder. The CFA® designation requires significant knowledge of investments, planning, and analysis, as well as a commitment to the highest ethical standards.