Edward Jones-Financial Advisor: Timothy Kim

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Investing is just one of many helpful tools to help build your future, but there’s so much more to your financial plan t...
10/30/2026

Investing is just one of many helpful tools to help build your future, but there’s so much more to your financial plan than picking the right investments. Find out what financial planning involves and how you can start paving the way for a brighter financial future.

Investments are tools. A financial plan is the blueprint. Together, they help you build and experience the life you want.

Financial planning is an ongoing journey. Along the way, there will always be bright lights and distractions competing f...
09/29/2026

Financial planning is an ongoing journey. Along the way, there will always be bright lights and distractions competing for your attention.

In the fire service, we don't wait until an emergency to find out if our equipment works. Every year, we conduct hose testing to ensure everything performs when it matters most. Last night, we tested over 1,000 feet of 1.5" structure hose, verifying it could withstand 300 PSI for three minutes without failure.

Your financial plan deserves the same level of preparation.

Just as we stress-test our equipment, we stress-test financial plans to see how they may perform through market volatility, unexpected events, and changing goals. The objective is to help ensure your resources and investment strategy are aligned with where you want to go.

How confident are you in your financial plan?

Whether you need a review of your current strategy or want to create a plan from the ground up, let's start the conversation. 250-864-6787

Call to get your free resource! 250-979-7287
09/22/2026

Call to get your free resource! 250-979-7287

Spending time with my beautiful wife.
09/05/2026

Spending time with my beautiful wife.

08/29/2026
A new school year is just around the corner, and for many families that means it's time to start drawing from an RESP.Ju...
08/28/2026

A new school year is just around the corner, and for many families that means it's time to start drawing from an RESP.

Julie Petrera, our Director of Financial Planning at Edward Jones Canada, shared some helpful perspective in The Canadian Press on the mistakes to avoid — like taking from the wrong portion of the account first, or leaving too much invested in equities too close to withdrawal time.

We work with media to share insights like these because the families we serve are asking these same questions every day. By contributing to credible publications, we help bring timely, trustworthy guidance to clients and families across Canada — not just in our own communities, but wherever these conversations are happening.

If education planning is on your mind, reach out. We're here to help.

As the school year approaches, families across the country are getting ready to tap into their registered education savings plans.

Canada is experiencing a historic wealth transfer, and receiving an inheritance can bring a mix of grief, gratitude and ...
05/06/2026

Canada is experiencing a historic wealth transfer, and receiving an inheritance can bring a mix of grief, gratitude and new financial responsibility.

I know how important it is to honour your loved one’s legacy while also making decisions that support your future. I can help you explore strategies that align with your long-term goals and give you confidence in your next steps.

https://www.edwardjones.ca/ca-en/market-news-insights/guidance-perspectives/received-inheritance

Reach out to book a meeting and let’s plan together.

Phone: 250-979-7287
Email: [email protected]

Congratulations to my son Ethan and his wife Shayna on their wedding day! Wishing you both all the best as you begin thi...
04/23/2026

Congratulations to my son Ethan and his wife Shayna on their wedding day! Wishing you both all the best as you begin this new and exciting chapter together.

Address

1708 Dolphin Avenue Suite 810
Kelowna, BC
V1Y9S4

Opening Hours

Tuesday 9:30am - 5:30pm
Wednesday 9:30am - 5:30pm
Thursday 9:30am - 5:30pm

Telephone

+12509797287

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