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Derek Friesen, Financial Advisor

FINANCIAL ADVISOR
Derek K Friesen

2438 New Street, Unit #6, Burlington, ON L7R 1J6opens in a new window
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Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Wealth strategies
  • Wealth protection strategies
  • Employee stock options
  • Divorce finances

About Derek

As a young boy visiting downtown Toronto's Financial District, I remember looking at the tall bank buildings and thinking, "I want to work in this industry." I've always enjoyed helping friends and family with their investing.

I joined Edward Jones in 2017, after a 17-year career in the banking industry. When I was contemplating a career move, Edward Jones appealed to me because they put the needs of their clients first – always and without exception. That's what I want for my clients!

I enjoy creating close personal relationships with those I serve. If you decide to work with me, we will...

Work History

  • Edward JonesMarch 2017 to Current

Personal Interests

  • Baseball
  • Coaching Sports
  • Sports Enthusiast
  • Traveling
  • Board Games

Team Members

  • Megan Boehm
    Branch Office Administrator

Send Me a Message

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Office Information

Phone

(905) 631-9929

Fax

(866) 708-8558

Office Address

2438 New Street, Unit #6
Burlington, ON L7R 1J6opens in a new window

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