Edward Jones - Financial Advisor: Chris Sievert

As we talk, you will compose your next narrative. We can, too. I will assist you in planning for your retirement, saving for your children's education, and tax necessitates you need. All this can be accomplished within your financial strategy. So, if you're pondering about me, I became an Edward Jones financial adviser because I did the rest for myself that I now do for my clients. Initially, I determined where I stood and set out goals to navigate the journey. Then, I framed a plan to follow the outline laid out. This saw me leave the silent services sector and open my branch, where I've counseled and supported people face to face for 14 years. People sometimes expect you to chat about buying or selling stock in their first appointment. I don't operate that way. Instead, we'll review all about you from your past experiences, future ambitions, current status, and hardships. Though the portfolio is essential and vital, we won't focus on it in the conversation. It must be personalized to complete your entire checklist for it to make sense. It must be in line with your envisioned future and plan for any unexpected interruptions. When working together, we will revise and update our plan by communicating our thoughts out. I serve many generations, including business owners, and I am well equipped for it. This is because of the level of services I provide. Apart from our one-on-one, I also contact your accounting and legal personnel to assess your tax strategy. The entire motive is to ensure you achieve your financial success. The team at the branch, which includes Sr. Lesley Merkley, the Branch Office Administrator, and me, is committed to offering the best-organized service available. We are well informed and professional. This is to ensure you are comfortable and on track for your future. A note: We have been living in Guelph for 14 years. We are enjoying the immense Canada treasure outdoors by either relaxing on the beach or undertaking winter sports activities.