Chad Dux, Financial Advisor

Focus Areas

  • Wealth strategies
  • Retirement savings strategies
  • Retirement income strategies
  • Education savings strategies
  • Sustainable Investing
  • Wealth protection strategies

About Chad

There's a difference between simply investing and having an investment strategy. One focuses strictly on markets and returns, while the other uses investing not as a goal in itself, but as a means to an end. An investment strategy is a roadmap toward your goals – perhaps a chosen lifestyle, a comfortable retirement or financial freedom.

As an Edward Jones financial advisor, I work in partnership with each and every client so that the financial roadmap we build is personalized to get you where you want to go, as quickly and efficiently as possible. I take a holistic approach, considering all...

Work History

  • Edward JonesAugust 2020 to Current
  • Scotia Capital Inc.November 2018 to August 2020

Education

  • Okanagan CollegeBachelor of Business Admin

Personal Interests

  • Outdoor Enthusiast
  • Traveling
  • Hiking
  • Camping
  • Fishing

Team Members

  • Jenell Sale
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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