Investment Planning Counsel

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.

RBC Dominion Securities in Summerland, BC, is a financial services firm that offers investment advice and wealth management services to clients. With a focus on personalized financial planning, the firm assists individuals and families in achieving their financial goals. Staffed by experienced financial advisors, RBC Dominion Securities provides tailored investment strategies and guidance to help clients navigate the complexities of the financial markets. The firm aims to build long-term relationships with clients based on trust and transparency. Generated from their business information