At Edward Jones, we do money differently. By getting to know individuals, families, and business owners, we are dedicated to helping clients achieve their most important goals with a holistic approach to financial advice. As one of North America’s largest brokerage firms, with more than 850 financial advisors serving clients across Canada, we are proud to serve diverse families across the Greater Toronto Area.
Part of our commitment to communities and families is frequently hosting complimentary events, such as informative seminars, on topics ranging from preparing for retirement and saving for children’s education or major purchases, to realizing charitable donation goals, and estate and legacy planning for intergenerational wealth sharing.
Planning to transfer wealth between generations is a vital conversation that every Canadian family should have.
To help kick off the conversation, our team of financial advisors is hosting an exclusive and interactive event: We Do Money Differently: Planning Across Generations, on November 29th at the Angus Glen Golf & Country Club.
Join us for this complimentary seminar as we discuss life’s most important financial goals and how to achieve them. Renowned Senior Investment Strategist, Mona Mahajan, will present an overview of current market conditions and the economic outlook for Canada. Senior Wealth Consultant, Soyoung Kim, will talk about the importance of having open communication with loved ones to establish financial security and family harmony across generations.