Work History
Edward Jones
Edward JonesOctober 2010 to Current
About Neil
Who I help:
I enjoy working with individuals and families, many are current and former business owners and professionals, living full lives and wanting to make the most of their hard-earned money.
How I help them:
Helping clients with quality investments that stand the test of time means a great deal to me, as does helping them prepare for the unexpected. When you meet with me, I’ll put your interests first and work hard to help you reach your most important goals. I am transparent about costs before they occur.
Business owners especially like working with me because I have lots of strategies...
I enjoy working with individuals and families, many are current and former business owners and professionals, living full lives and wanting to make the most of their hard-earned money.
How I help them:
Helping clients with quality investments that stand the test of time means a great deal to me, as does helping them prepare for the unexpected. When you meet with me, I’ll put your interests first and work hard to help you reach your most important goals. I am transparent about costs before they occur.
Business owners especially like working with me because I have lots of strategies...
Focus Areas
- Business owner considerations
- Business retirement plans
- Estate and legacy strategies
- Retirement income strategies
- Wealth strategies
- Wealth protection strategies
Work History
Edward Jones
Edward JonesOctober 2010 to Current
Education
University of New Brunswick
University of New BrunswickBachelor of Science
Education
University of New Brunswick
University of New BrunswickBachelor of Science
Personal Interests
- Coaching Sports
- Skiing
- Soccer
- Auto Racing
- Sailing
Team Members
Crystal YuSr. Branch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Location
RichmondMore to explore
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