Edward Jones - Financial Advisor: Bruce Petschke

I found my calling 15 years ago. Our firm believes in talking about your financial objectives. Our team will help you plan your retirement, set aside money for your kids' college education, and navigate tax considerations. My passion is helping families fulfill their financial aspirations and foster dynamic, purposeful, and holistic financial plans. These should be based on your goals, which can change as you grow older. I’m a systems analyst. I teach people how to use complex technologies. I also learned that no question is too easy or small. During our initial meeting, I want to identify what matters to you and your family most. I want to make sure all your questions are answered and that we empower you with the data you need to make intelligent decisions. I want to continue to support you over time. I will encourage you to communicate with me regularly. Together, we can build a plan that reflects your desires and adapts over time. We’ll prompt any revisions routinely, as you see fit. William Petley has many hobbies and interests. He takes pride in his 30-year stint in Brampton. The company founder and his wife, also a financial advisor, live in Brampton. They have deep roots in the local church and community. William loves the area, but what he loves most is his family. He is close to his adult daughters and is delighted to have his first grandchild. Please don’t hesitate to ask me about my favourite hobby, antiquing. I love a good find, so I’d gladly show you my collection. If you want to know, I may even share my secrets…