Stephen Whipp Financial

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.

Dale Collins Inc, situated in Langford, British Columbia, offers certified financial planning services under the name Prosperity Planning. They take pride in elevating their clients' financial futures through a personalized and empowering approach. Their team of certified financial planners strives to guide clients towards their unique goals, whether it's buying a first home, retiring comfortably, or creating an estate plan for seamless asset transfer. Specializing in various financial areas such as investment planning, retirement planning, and estate/legacy planning, Dale Collins Inc focuses on creating customized plans to maximize each client's financial priorities. Clients speak highly of their warm, knowledgeable team that provides guidance and support, ensuring a stress-free financial journey. The company is led by a mother-daughter duo, Dale Collins and Courtney Castledine, who have been working together for close to a decade, offering continuity and expertise to their clients. Generated from the website content

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.