Work History
Edward Jones
Edward JonesSeptember 2000 to Current
About Daisy
Hello, thank you for taking the time to read my biography and getting to know me.
As an Edward Jones financial advisor, it is my priority to truly get to know each client's story. And it is, of course important for you to learn about me as well.
I joined Edward Jones in 2000 after graduating from the University of Toronto with a Bachelor of Science majoring in mathematics. I became a fully licensed financial advisor in 2011. I currently hold the Chartered Investment Manager® designation. I chose to work at Edward Jones because the core value of Edward Jones aligns with...
As an Edward Jones financial advisor, it is my priority to truly get to know each client's story. And it is, of course important for you to learn about me as well.
I joined Edward Jones in 2000 after graduating from the University of Toronto with a Bachelor of Science majoring in mathematics. I became a fully licensed financial advisor in 2011. I currently hold the Chartered Investment Manager® designation. I chose to work at Edward Jones because the core value of Edward Jones aligns with...
Focus Areas
- Retirement income strategies
- Wealth strategies
- Employee stock options
- Estate and legacy strategies
- Intergenerational planning
- Education savings strategies
Work History
Edward Jones
Edward JonesSeptember 2000 to Current
Education
University of Toronto
University of TorontoBachelor of Science
Education
University of Toronto
University of TorontoBachelor of Science
Personal Interests
- Health & Nutrition
- Pets
- News & Media
- Spending Time with Family
- Traveling
Team Members
Iris BensonSr. Branch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:30PM |
| Mon | 09:00AM - 05:30PM |
| Tue | 09:00AM - 05:30PM |
| Tue | 09:00AM - 05:30PM |
| Wed | 09:00AM - 05:30PM |
| Wed | 09:00AM - 05:30PM |
| Thu | 09:00AM - 05:30PM |
| Thu | 09:00AM - 05:30PM |
| Fri | 09:00AM - 04:30PM |
| Fri | 09:00AM - 04:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:30PM |
| Mon | 09:00AM - 05:30PM |
| Tue | 09:00AM - 05:30PM |
| Tue | 09:00AM - 05:30PM |
| Wed | 09:00AM - 05:30PM |
| Wed | 09:00AM - 05:30PM |
| Thu | 09:00AM - 05:30PM |
| Thu | 09:00AM - 05:30PM |
| Fri | 09:00AM - 04:30PM |
| Fri | 09:00AM - 04:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Location
UnionvilleMore to explore
Start here
Planning your financial future? Our Starting Point tool can help you take the first steps.
Find your Starting Point
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help.
Take the quiz
Setting your path
We use an established process to help you reach your goals.
Learn More