Jeff Barnes, Financial Advisor

Focus Areas

  • Wealth strategies
  • Estate and legacy strategies
  • Business owner considerations
  • Retirement income strategies
  • Charitable giving
  • Intergenerational planning

About Jeff

At Edward Jones we do money differently. What does that really mean to clients in our office? While we use investments and other financial instruments as our primary tools to help clients build sound, long-term financial strategies, our secret sauce is truly understanding our clients - their needs, their wants, and their relationship with money. The value comes not from a dollar figure, but from the goals, accomplishments and dreams that it facilitates. Kendra Mitchell and I work as a team to help our clients navigate toward better outcomes. As one of our clients described – "Jeff sets the strategies,...

Work History

  • Edward JonesMarch 2019 to Current

Education

  • McMaster UniversityBachelor with Honours

Personal Interests

  • Skiing
  • Mountain Biking
  • Golfing
  • Spending Time with Family

Team Members

  • Kendra Mitchell
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

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

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