Team Members
Kariss CureatzBranch Office Administrator
About Trish
Being a financial advisor with Edward Jones, I focus on providing comprehensive personalized wealth strategies for my clients.
Success and resilience require a support team that has your back. Myself, along with my branch office administrator, Kariss Cureatz, and our team of professionals, are your support team.
With 20+ years in the financial services industry, including accountant, financial analyst and financial advisor roles, my professional knowledge and practical experience have provided me with the tools and scope to better serve the diverse needs of my clients,
I take a fully integrated approach, working closely with you and your accountant, lawyer, and other trusted...
Success and resilience require a support team that has your back. Myself, along with my branch office administrator, Kariss Cureatz, and our team of professionals, are your support team.
With 20+ years in the financial services industry, including accountant, financial analyst and financial advisor roles, my professional knowledge and practical experience have provided me with the tools and scope to better serve the diverse needs of my clients,
I take a fully integrated approach, working closely with you and your accountant, lawyer, and other trusted...
Focus Areas
- Wealth strategies
- Business owner considerations
- Estate and legacy strategies
- Retirement income strategies
- Sustainable Investing
- Special needs financial considerations
Personal Interests
- Outdoor Enthusiast
- Sailing
- Golfing
- Art Museums
- Vintage Cars
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 07:00PM |
| Tue | 08:30AM - 07:00PM |
| Wed | 09:30AM - 04:30PM |
| Wed | 09:30AM - 04:30PM |
| Thu | 08:30AM - 07:00PM |
| Thu | 08:30AM - 07:00PM |
| Fri | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 07:00PM |
| Tue | 08:30AM - 07:00PM |
| Wed | 09:30AM - 04:30PM |
| Wed | 09:30AM - 04:30PM |
| Thu | 08:30AM - 07:00PM |
| Thu | 08:30AM - 07:00PM |
| Fri | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| 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
Owen SoundMore to explore
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