Chad Dux - Financial Advisor | Edward Jones
2690 Pandosy St, Kelowna, BC V1Y 1V6, Canada
2690 Pandosy St, Kelowna, BC V1Y 1V6, Canada
I have over 17 years of Financial Services industry experience; partnering with clients to deliver financial reviews and investment services through goals-based advice. Contact me for a free, no-obligation consultation.
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What do you love most about your job?
I love partnering with individuals and families to help them reach their financial goals. Whether it be planning for their dream retirement, putting their children through post-secondary education, or protecting their family from the unexpected.
What inspired you to start your own business?
Having worked for many years for one of 'the big 5' Canadian banks, I wanted to be in control of always putting my clients first and doing what is in their best interests, without the underlying narrative of maximizing profits for corporate shareholders or the massive bonus of the CEO.
Why should our clients choose you?
I will always do what is in your best interests. I believe in being transparent about costs and fees and have found that I am able to save my clients money by customizing an investment solution that meets their unique needs, as opposed to using a generic 'one-size fits all' approach.
Can you provide your services online or remotely? If so, please add details.
I am able to provide my services in-person at my local office, or remotely using Zoom and DocuSign services.
What changes have you made to keep your customers safe from Covid-19?
I have received both doses of the Covid-19 vaccine and offer clients options for meeting in-person in a physically-distanced space, while wearing protective masks. Alternatively, I can hold appointments virtually over Zoom from the comfort of the client's home.
Retirement Savings
Investing
Education Savings
Portfolio Review
Insurance Services
