Work History
Edward Jones
Edward JonesJuly 2016 to Current
FINANCIAL ADVISOR
Chantal Diaz
CEA®, MFA-P™
3975 Lakeshore Rd, Suite 204, Kelowna, BC V1W 1V3opens in a new window
Focus Areas
- Business owner considerations
- Charitable giving
- Employee stock options
- Wealth protection strategies
- Sustainable Investing
- Estate and legacy strategies
About Chantal
I have been working as financial advisor with Edward Jones since 2016 and I have vast knowledge of the financial services industry and what it takes to grow a successful business. I have 14 years of experience working in financial-related fields and 20+ years as an entrepreneur. Early in my career, I travelled to Canada and the U.S.A with responsibility to monitor banking, payroll, and inventory for a network of offices. I have run various small businesses from home while my children were young.
My mission is to provide my clients with an unprecedented level of personal attention. I'll be...
My mission is to provide my clients with an unprecedented level of personal attention. I'll be...
Work History
Edward Jones
Edward JonesJuly 2016 to Current
Personal Interests
- Culinary Arts
- Fine Dining
- Camping
- Gardening
- Health & Nutrition
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 07:30AM - 05:00PM |
| Tue | 07:30AM - 05:00PM |
| Wed | 07:30AM - 05:00PM |
| Wed | 07:30AM - 05:00PM |
| Thu | 07:30AM - 05:00PM |
| Thu | 07:30AM - 05:00PM |
| Fri | 08:00AM - 03:30PM |
| Fri | 08:00AM - 03:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 07:30AM - 05:00PM |
| Tue | 07:30AM - 05:00PM |
| Wed | 07:30AM - 05:00PM |
| Wed | 07:30AM - 05:00PM |
| Thu | 07:30AM - 05:00PM |
| Thu | 07:30AM - 05:00PM |
| Fri | 08:00AM - 03:30PM |
| Fri | 08:00AM - 03:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Location
KelownaMore to explore
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