Work History
Edward Jones
Edward JonesAugust 2013 to Current
FINANCIAL ADVISOR
Robert Lipfeld
4211 Yonge Street, Suite 204, Toronto, ON M2P 2A9opens in a new window
Focus Areas
- Retirement savings strategies
- Estate and legacy strategies
- Education savings strategies
- Retirement income strategies
- Intergenerational planning
- Wealth protection strategies
About Robert
Over the past 21 years in the financial industry I have learned invaluable lessons in financial strategies and helping individuals reach their goals. It simply starts with you.
I started as a registered trader for the Toronto Stock Exchange, working for a large bank investment firm, I have developed a philosophy to partner with the clients I serve. Throughout my many years in this industry, I've seen investors panic and make emotional choices with their long-term savings. We can work together in partnership to build personalized strategies and focus on your unique goals.
One of the greatest compliments I receive is when...
I started as a registered trader for the Toronto Stock Exchange, working for a large bank investment firm, I have developed a philosophy to partner with the clients I serve. Throughout my many years in this industry, I've seen investors panic and make emotional choices with their long-term savings. We can work together in partnership to build personalized strategies and focus on your unique goals.
One of the greatest compliments I receive is when...
Work History
Edward Jones
Edward JonesAugust 2013 to Current
Education
York University
York UniversityBachelor of Arts
Education
York University
York UniversityBachelor of Arts
Personal Interests
- Reading
- Music
- Real Estate
- Spending Time with Family
- Golfing
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Location
TorontoMore to explore
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