What are the opening hours?

Monday 8:30am - 4:30pm Tuesday 8:30am - 4:30pm Wednesday 8:30am - 4:30pm Thursday 8:30am - 4:30pm Friday 8:30am - 4:30pm

Edward Jones-Financial Advisor: Kerry Ross

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Creston, BC
Edward Jones-Financial Advisor: Kerry Ross

Edward Jones is a financial - services firm dedicated to serving the needs of individual investors.

I’m a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With more than 14,000 advisors across the United States and through the firm’s affiliate in Canada*, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and de

veloping individualized strategies to help you reach them. My branch office administrator and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/yourFirstName-yourLastName for more information. * Edward Jones is a limited partnership in Ontario, Canada, and is a wholly owned subsidiary of Edward D. Jones & Co., L.P., a Missouri limited partnership (“Jones US”). Jones US and its parent do not guarantee the obligations or liabilities of Edward Jones.

11/20/2020

It’s always a good idea to save some cash saved for a “rainy day.” Having 3-6 months worth of living expenses means if something unexpected happens it won't throw you too far off your goals. I can help you calculate how much cash you may need to fill your “rainy day” bucket.

An Edward Jones financial advisor can help make sure your savings support your overall financial strategy.

11/18/2020

A Tax-Free Savings Account (TFSA) is a great way to save money. It's a tax-advantaged account that helps you save for both short-term and long-term financial goals. The maximum amount you can contribute is $6,000 annually.

A Tax-Free Savings Account (TFSA) is a tax-advantaged account that helps you save for both short-term and long-term financial goals.

11/16/2020

Now might be a good time to update or review your beneficiaries for registered investment accounts (TFSAs, RRSPs, RRIFs etc.) as well as your insurance policies. This is how these institutions know who the funds should go to if something happens to you. Read more here.

Questions that will take you through estate-planning considerations, and it will help you prepare for a discussion with your financial advisor.

11/14/2020

While it’s important to keep a close eye on your savings and spending habits, it’s equally important to stay focused on the things that keep you safe and healthy, whatever that means for you. Learn more here.

It's important to take a holistic approach to your well-being. Planning for your future isn't only about saving and your financial health, it's also about your physical and emotional wellness and that of your community.

11/13/2020

Did you know that investing systematically lets you buy more shares when the price is low and fewer when the price is high? This program is called Dollar Cost Averaging. We’ve entered a unique period where our savings can greatly outweigh our personal spending habits, so take advantage! Let’s talk to see if this program might work for you!

We understand that life is busy, and we're doing all we can to make it easy for you to manage your financial strategy.

10/28/2020

The Financial Landscape Has Changed – But My Commitment Hasn't

The financial landscape has changed pretty dramatically these past several months, along with so many other aspects of our day-to-day lives. What hasn’t changed is my commitment to put your needs and interests first, in all that I do. I’m available to help you navigate your “road to recovery” by helping you focus on what you can control in your financial strategy.

No one can control the stock market or exactly how an investment will perform.

10/26/2020

At Edward Jones, we start by understanding what’s important to you. Then, we use our established process to build personalized strategies to help you achieve your goals. Give my office a call today to see how we can help you.

There's an advantage in working with a financial advisor who knows you – and your financial goals.

10/23/2020

By focusing on what you can control, you’ll be in a better position to move forward when it comes to things like planning for your estate, your mortgage or your investment strategy.

No one can control the stock market or exactly how an investment will perform.

10/21/2020

When it comes to your portfolio, remember that it’s your goals that come first. Here are four key facts to help you navigate the stock markets during this time of political uncertainty.

The 2020 U.S. presidential election is dominating the headlines and capturing investors’ attention. But when it comes to your portfolio, your financial goals, not election uncertainties, should be your guide.

10/19/2020

Weekly Market Update: We believe the economy has likely formed a durable bottom, but the pace of growth will slow, and the return to pre-pandemic levels will take time. Despite uncertainties, a gradual improvement in the labour market, along with low interest rates and fiscal stimulus, should help sustain the economic recovery into 2021. Read the rest here.

The Weekly Market Update is published every Friday.

Address

115 10th Avenue North
Creston, BC
V0B1G0

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 4:30pm

Telephone

+12504026088

Website

https://www.edwardjones.com/kerry-ross

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