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FINANCIAL ADVISOR

JR Figueiredo

9938-153rd Avenue, Edmonton, AB T5X 6A4opens in a new window
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About JR

As a financial advisor with over 10 years of experience, I am committed to partnering with business owners, professionals, and their families to achieve their financial goals. Through our 5-step process, I provide personalized strategies for retirement, pension, estate planning, and risk assessment.

My extensive experience and expertise enable me to keep pace with the dynamic and evolving needs of my clients. Each case is unique, and I work diligently to craft a detailed and comprehensive investment strategy for every client. Our simple 5-step process ensures that every aspect of their financial plan is taken into account, allowing them to achieve...

Focus Areas

  • Business owner considerations
  • Business retirement plans
  • Divorce finances
  • Employee stock options
  • Estate and legacy strategies
  • Education savings strategies

Work History

  • Edward JonesNovember 2018 to Current

Personal Interests

  • Soccer
  • Coaching Sports
  • Community Outreach
  • Auto Racing
  • Backpacking

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 By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(780) 456-9740

Fax

(877) 630-7716

Office Address

9938-153rd Avenue
Edmonton, AB T5X 6A4opens 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.

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Setting your path

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

Learn More