Edward Jones - Financial Advisor: Carrie L Hughes

Edward Jones - Financial Advisor: Carrie L Hughes We believe that you deserve to have a conversation about your financial goals. Our team will assist you and your family in planning for retirement, education savings, and tax planning. Investment and compound interest have been a lifelong passion of mine. I began to save as a teenager by running a paper route and investing in Canada Savings Bonds. My money began to grow, and I was hooked! My clients should leave my office more financially literate than when they arrived. I use plain language and work to simplify the topic. I love sharing my knowledge with my clients, so they appreciate compound interest and have custom-made strategies to help them achieve their goals and dreams. You will find that planning is a five-step method that values your most important values. I will then create a plan which will assist you in remaining on track. Frequent meetings and open communication are how it will be done. Planning is not an event, it is a process. Anne Samuel (Board Office Administrator) and I are a team. We help families, professionals, and business owners. Our specialty is multi-generational families and those new to investing. We will co-create a financial strategy with you. We will make sure that it is appropriate for your retirement and education accounts. In your estate planning, you will also consider your charitable and family organizations.