Work History
Edward Jones
Edward JonesNovember 2008 to Current
FINANCIAL ADVISOR
Trevor M Finkenzeller
25 King St., Unit B, Ingersoll, ON N5C 2J2opens in a new window
Focus Areas
- Retirement income strategies
- Retirement savings strategies
- Wealth strategies
- Business owner considerations
- Estate and legacy strategies
- Wealth protection strategies
About Trevor
I became a financial advisor over 15 years ago because I had a keen interest in finance, economics, and politics. I have grown over my time at Edward Jones to realize that what I enjoy most about my role is getting to know my clients, building their trust in me and in the financial strategies we design together.
I have been a financial advisor at Edward Jones since 2009 and became a limited partner with the firm in 2019. I currently serve as a Client Solutions Leader with Edward Jones, being responsible for improving service levels in our region.
To better serve...
I have been a financial advisor at Edward Jones since 2009 and became a limited partner with the firm in 2019. I currently serve as a Client Solutions Leader with Edward Jones, being responsible for improving service levels in our region.
To better serve...
Work History
Edward Jones
Edward JonesNovember 2008 to Current
Personal Interests
- Camping
- Reading
- Traveling
- Boxing
- Art & Theater
Team Members
Heather SmurthwaiteBranch Office Administrator
Send Me a Message
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* 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 | By Appointment Only |
| Sat | By Appointment Only |
| 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 | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Phone
(519) 425-4554Fax
(877) 629-0725Office Address
25 King St.Unit B
Ingersoll, ON N5C 2J2
Location
IngersollMore to explore
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