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Robert Secord, Financial Advisor

FINANCIAL ADVISOR
Robert Secord

1018 Coxwell Avenue, East York, ON M4C 3G5opens in a new window
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About Robert

My team of trusted professionals and I want to understand what's important to you.

It all begins with meticulous client discovery to uncover what matters most. Then in collaboration with clients and our team of trusted professionals, we will create personalized action plans, that utilize sound investment and estate advice, tax efficient insurance strategies, tax efficient income strategies and planning based on your personal goals. Clients can rest assured we offer transparent cost structures, strong governance and credibility.

My clients include but are not limited to: retirees, business owners, executives and professionals such as lawyers, accountants, engineers and physicians.

Aligned with our firm's...

Work History

  • Edward JonesJanuary 2016 to Current

Team Members

  • Meghan Kedney
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 10:00AM - 04:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 09:00PM
Thu 09:00AM - 09:00PM
Fri 09:00AM - 05:00PM
Sat 10:00AM - 03:00PM
Sun By Appointment Only

Phone

(416) 461-0108

Fax

(877) 335-9402

Office Address

1018 Coxwell Avenue
East York, ON M4C 3G5opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

Learn More