Work History
Edward Jones
Edward JonesFebruary 2024 to Current
About Kevin
As an Edward Jones financial advisor and Certified Financial Planner® designation holder, I believe it's important to invest my time to understand what you're working toward before you invest your money. If it is important to you, it's important to me.
I have 10 years of experience working in the financial advisory industry helping clients with managing their financial goals and minimizing money related stress so they can focus on what matters most.
Whether you're planning for retirement, saving for your children or grandchildren's education, or just trying to protect the financial future of the ones you care for the most,...
I have 10 years of experience working in the financial advisory industry helping clients with managing their financial goals and minimizing money related stress so they can focus on what matters most.
Whether you're planning for retirement, saving for your children or grandchildren's education, or just trying to protect the financial future of the ones you care for the most,...
Focus Areas
- Wealth strategies
- Retirement savings strategies
- Retirement income strategies
- Intergenerational planning
- Estate and legacy strategies
- Education savings strategies
Work History
Edward Jones
Edward JonesFebruary 2024 to Current
Team Members
Lavena KwokClient Experience Specialist
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Location
BurnabyMore to explore
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