Edward Jones - Financial Advisor: Kevin O'Hagan

Working side by side with you to achieve what matters most to YOU. There is no charge for an initial consultation, and we conduct complementary reviews from your existing provider. Contact detail on our website: www.edwardjones.ca/kevin-ohagan

A little more about us;

Our Slogan: We help YOU confirm where YOU are going with YOUR money and bring confidence that YOU will continue living a fulfilling life with that money. Our Mission: To provide financial guidance for FAMILIES who have built a stable financial foundation and want to take the next strategic step with their financial future. Clients who have chosen to work with us are; Professionals, Business Owners, & Senior Management Roles as well as Pre and Post Retirees. Our Process: Our story begins with YOU and your FAMILY as the main Characters getting to know you better by listening to you and during our interview process. We then establish a complete financial picture of YOU with the objective of helping to reach your future financial goals using a common sense approach, whilst maximizing efficiency in wealth strategies. Your Result: Tailored unbiased plan recommendations aligned with an investment program, followed up with a proactive reach out plan to ensure YOU meet YOUR chosen financial path. Our clients continuously recommend us to their closest connections to give them the same opportunity. We are located at 507 - 15566 McIvor Blvd SE (Copperfield Corner). Our Office services in person the local SE Calgary communities of McKenzie Towne, Copperfield, New Brighton, McKenzie Lake, Mahogany, Auburn Bay, Cranston. Additionally, clients allow us to serve them within and out of province using our virtual communication tools in today’s new technology driven world.