Work History
Edward Jones
Edward JonesJuly 2013 to Current
FINANCIAL ADVISOR
Jeffrey Hayes
CFP®, CLU®, CEPA®
3011 Louie Dr, Suite 203, Westbank, BC V4T 3K3opens in a new window
Focus Areas
- Business owner considerations
- Wealth strategies
- Intergenerational planning
- Estate and legacy strategies
- Retirement savings strategies
- Wealth protection strategies
About Jeffrey
How do you think about money? For many, it's not just bigger numbers on a statement, or having money for the sake of it – it's about having options and living life on your terms. That's why our process is focused on understanding your priorities, values, and what you want out of life.
I work collaboratively with clients and our team of trusted professionals to create actionable plans that utilize sound investment and estate advice, tax efficient insurance strategies and goals-based planning. We use an established process with rigorous client discovery to uncover what matters most. Clients can rest assured...
I work collaboratively with clients and our team of trusted professionals to create actionable plans that utilize sound investment and estate advice, tax efficient insurance strategies and goals-based planning. We use an established process with rigorous client discovery to uncover what matters most. Clients can rest assured...
Work History
Edward Jones
Edward JonesJuly 2013 to Current
Education
Okanagan College
Okanagan CollegeBachelor of Business Admin
Education
Okanagan College
Okanagan CollegeBachelor of Business Admin
Personal Interests
- Golfing
- Farming
- Active Lifestyle
- Hockey
- Volunteering
Team Members
Jerri-Lynn JacksonBranch Office Administrator
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 04:30PM |
| Mon | 09:00AM - 04:30PM |
| Tue | 09:00AM - 04:30PM |
| Tue | 09:00AM - 04:30PM |
| Wed | 09:00AM - 04:30PM |
| Wed | 09:00AM - 04:30PM |
| Thu | 09:00AM - 04:30PM |
| Thu | 09:00AM - 04:30PM |
| Fri | 09:00AM - 04:30PM |
| Fri | 09:00AM - 04:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 04:30PM |
| Mon | 09:00AM - 04:30PM |
| Tue | 09:00AM - 04:30PM |
| Tue | 09:00AM - 04:30PM |
| Wed | 09:00AM - 04:30PM |
| Wed | 09:00AM - 04:30PM |
| Thu | 09:00AM - 04:30PM |
| Thu | 09:00AM - 04:30PM |
| Fri | 09:00AM - 04:30PM |
| Fri | 09:00AM - 04:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Location
WestbankMore to explore
Start here
Planning your financial future? Our Starting Point tool can help you take the first steps.
Find your Starting Point
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help.
Take the quiz
Setting your path
We use an established process to help you reach your goals.
Learn More