Edward Jones - Financial Advisor: Chris Keefe, CFA®

Edward Jones - Financial Advisor: Chris Keefe, CFA® Edward Jones, an investment company believes in having a conversation about your financial goals because you deserve it. Our retirement planning and education savings will help more prepared. Most importantly, we also help you with tax planning. That is why I work as a financial advisor because it allows me to help people and incorporate finance. My clientele is Nova Scotian professionals and business owners who want to take control of their finances. They would like to live well in retirement without worrying. I provide a comprehensive, client-focused retirement planning approach based on a five-step plan. Your strategy has monthly check-ins with me, which gives you peace of mind as you transition to retirement. I consider the elements that contribute to a fulfilling retirement financial, health, family, and purpose. With my services, you will receive estate and wealth transfer and charitable-giving strategies. I provide a high-touch, concierge experience for your finances as an advisor in a 30+ year partnership with regular contact. My solid background in investments and mathematics is based on education. After finishing the MSc. (Mathematics) in 2017, I worked as an Equity Research analyst at a Canadian stock exchange, and I made stock recommendations. My approach is integrated and well-rounded, so I can make recommendations and build a good strategy. My job is much more satisfying now, and my experience as a teacher, researcher, and mathematician is useful.