Skip to Main Content
portrait of David Friesen
FINANCIAL ADVISOR

David Friesen

85 Willis Way, Suite 114, Waterloo, ON N2J 0B9opens in a new window
CallSend Me a Message

About David

Welcome!

I became a financial advisor with Edward Jones in order to serve families in a deep and meaningful way. Our financial health determines so much of our life's trajectory and it is an honour to help my clients organize, plan, protect and transfer their wealth.

As an Edward Jones financial advisor, it is a priority of mine to truly get to know each client's story. And it is, of course, important for you to learn about me as well.

This is my story.

Outside of work, I love spending time with my family. With help from my wife Mary, we have three...

Focus Areas

  • Retirement income strategies
  • Wealth strategies
  • Business owner considerations
  • Business retirement plans
  • Intergenerational planning
  • Estate and legacy strategies

Work History

  • Edward JonesJanuary 2009 to Current

Personal Interests

  • Spending Time with Family
  • Swimming

Team Members

  • Sylvia Baird
    Sr. Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(519) 880-1649

Fax

(877) 314-9380

Office Address

85 Willis Way
Suite 114
Waterloo, ON N2J 0B9opens 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.

Take the quiz

Setting your path

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

Learn More