Work History
Edward Jones
Edward JonesApril 2022 to CurrentCIBC
CIBCJuly 2015 to April 2022
FINANCIAL ADVISOR
Debora Trevisan
3975 Lakeshore Rd, Suite 204, Kelowna, BC V1W 1V3opens in a new window
Focus Areas
- Retirement savings strategies
- Estate and legacy strategies
- Wealth protection strategies
- Business owner considerations
- Divorce finances
- Intergenerational planning
About Debora
Financial success isn’t about luck—it’s about having a well-defined plan, the patience to see it through, and guardrails to protect everything you’ve worked so hard to achieve.
Some say knowledge is power, but when it comes to financial success, I say behaviour is an even greater power.
Since 2013, I have assisted personal and business clients at two of Canada’s largest banks before joining Edward Jones in April 2022 as a financial advisor. After careful consideration, I made this transition because I believe Edward Jones allows me to truly put my clients as my top priority. I can tell you all about...
Some say knowledge is power, but when it comes to financial success, I say behaviour is an even greater power.
Since 2013, I have assisted personal and business clients at two of Canada’s largest banks before joining Edward Jones in April 2022 as a financial advisor. After careful consideration, I made this transition because I believe Edward Jones allows me to truly put my clients as my top priority. I can tell you all about...
Work History
Edward Jones
Edward JonesApril 2022 to CurrentCIBC
CIBCJuly 2015 to April 2022
Education
University of Alberta
University of AlbertaBachelor of Commerce
Education
University of Alberta
University of AlbertaBachelor of Commerce
Personal Interests
- Spending Time with Family
- Traveling
- Music
- Table Tennis
Team Members
Cheryl ClarkSr. Branch Office Administrator
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Weekends
- Web Conferencing
Additional Hours
- Weekends
- Web Conferencing
Location
KelownaMore to explore
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