portrait of Jeffrey Redd

About Jeffrey

As a financial advisor, client goals are at the centre of everything I do. I am passionate about partnering long-term with families, individuals and business owners to guide them in making sound financial decisions that will help them live their best lives. Using an established discovery process, I help implement tailored financial solutions based on what is most important to you. The financial world we live in is complex and with limited good advice, it’s quite easy for people to make mistakes or miss opportunities that can affect their financial health.

My amazing wife Katie and I have three beautiful...

Focus Areas

  • Retirement savings strategies
  • Estate and legacy strategies
  • Business owner considerations
  • Wealth protection strategies
  • Education savings strategies
  • Charitable giving

Work History

  • Edward JonesApril 2017 to Current

Education

  • University of CalgaryBachelor of Commerce

Personal Interests

  • Spending Time with Family
  • Backpacking
  • Golfing
  • Community Outreach
  • Fishing

Team Members

  • Michelle Hudak
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

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