Todd Schmekel - Edward Jones Investments
10333 Southport Rd SW, Calgary, AB T2W 3X4, Canada
(14)
10333 Southport Rd SW, Calgary, AB T2W 3X4, Canada
(14)
Everyone has a story, and my work begins with listening. I firmly believe that by listening to your story I find clarity. Clarity is necessary to understand your goals and needs. And clarity leads to accomplishment. I make it my priority to deliver beyond my client's expectations and do so by using an established process with them to develop personalized financial strategies that work as advertised.
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14 customer reviews
Shawna
Financial Advisors
Todd is far from 'just another advisor.' He is thorough, personable and takes all your needs into consideration.
I am so thankful he was recommended. I know I am in good hands!
Marlene Moar
Financial Advisors
At a very difficult time in my life, Todd was very reassuring, explained things to me that I could digest, was welcoming to my family and answered all the questions we had, no matter the complexity. He clearly cares about his clients and loves the work that he does. I am very grateful I have someone handling my finances that I can trust. More...
Jackie Malizia
In 2017 my mother got acute dementia and was unable to make financial decisions for herself. My Mom had work hard over her life and had put together a healthy portfolio of investments and real estate. There were a lot of challenges and my sister and I had little understanding of what to do and how to do it. All we really knew is that we wanted to make sure Mom was taken care of for the rest of her life and that her wishes at death were followed without giving “the farm” to the lawyers, accountants, and the government (as she would say). Todd was kind and compassionate through out. He explained again and again the options that we had and how we could be smart around taxes, probate and the potentially large costs associated with them. I am certain Todd saved us many many thousands of dollars all while putting our minds at ease that nothing would happen to Mom. When Mom did pass away Todd was there to help manage the details of the investment plan. I’m now a client as well. Thanks to Todd and his team for taking much of the stress out of that time. More...
Heather Raymond
To say I am incredibly pleased with my decision to switch to Todd at Edward Jones is putting it mildly.
Initially, I was hesitant to meet with him and felt confident that I already had my insurance and financial planning in good shape.
Todd is one of the few advisors I've met that actually cares more about his client's well-being than the commission he earns. Todd and I reviewed my insurance - it turned out that when my existing policy ended in 2022 my rates would increase to over $600 per month!!! Todd worked to find the right policy for me - one that will take me right through retirement. I was extra fortunate as he worked hard to finalize everything while COVID was in full swing. I was also very please that while reviewing my existing portfolio, he noticed something out of the ordinary. He talked with his team and found that I was being charged extra fees by that I didn’t understand or know about. He has saved me a bundle in unnecessary fees. I have recommended Todd to friends, family, and colleagues. I will continue to do so.
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Brent and Donna Naveen
You can trust very few people in this world. Sadly I’ve had a number of negative experiences with so called Financial Professionals. With Todd and Betty things have been different. I have found him to be very professional, friendly, honest, and upfront with what matters to us. He’s found us ways to save on the high fees we were paying with the bank, his advice has been spot on and the amount of communication is perfect. It’s obvious that he has his eye on our portfolio from the timely calls, knowledgeable recommendations and good returns. I am content to have Todd advising on all my financial decisions. More...
Bill & Tanya Trentwood
We’ve worked with several financial advisors in the last 10 years. Todd is the first one to listen. Truly listen to what our goals are and to what are needs are. Although the investments are an important part of what we do with Todd it is always clear to us that they are being selected and recommended to support our plan. Todd is truly a client first kind of advisor. More...
Ashley Hemmings
I very much enjoy working with my financial advisor, Todd Schmekel and his Assistant Betty. The service I receive is phenomenal, and Todd is second to none. I highly recommend him for your financial portfolio! More...
Luc Lavergne
We have been working with Todd for over a year now and we are so please. even with the pandemic, drop in the markets, our portfolio is in the positive. Todd is very responsive, knowledgeable and great to work with. Every year he contact us for a review, where are we, where are we going and how to get there, that is what we are talking about. Now in the process to open a RESP for the new grand-child. Todd is full of knowledge and he is not shy in sharing with us. Thank you Sir! More...
Carolyn Smitham
The most important part of working with a great advisor is the ability to trust them. Todd and his team have earned my trust time and again by delivering on their promises and putting my mind at ease when it comes to my financial goals.
Its clear to me that Todd looks a me as a complete person, not just as a client, and that he understands my goals and ambitions in all areas of my life. He's taken the time to work with me to build a secure plan that will help me reach personal and financial goals. I'm truly grateful for that.
I would not hesitate to recommend Todd and his team, they are thoughtful, professional, and experts in what they do.
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Cathy Wilson
My husband and I starting working with Todd Schmekel @ Edward Jones just over a year ago. We have worked with quote a few financial planners overs the years and they have all evaluated our risk tolerance but Todd is the ONLY one who showed us what retirement could/would look like for us and evaluated how we get there. I would and have definitely recommended Todd to all my friends and family. More...
Maggie Lam
Todd Schmekel Is the expert what he do . And the variety of products they carry . Edward Jones definitely a very solid trustworthy company . I highly recommended to talk to Todd Schmekel More...
RYAN PHELAN
I find Todd Schmekel to be knowledgeable professional, and enjoyable to work with. I highly recommend Todd to anybody that is interested in investing or wants a second opinion on their current investments.
Laura Bechard (CPA-CGA)
Todd's love of education is evident in his approach to serving his clients. Todd's managed some funds for us and patiently answers questions and shares rationale for investing decisions aligned with our risk profile and financial goals. I also refer Todd to my clients when they are looking for a financial advisor as part of their journey to freedom when they plan to exit their business and "retire". He helps them understand how they can set up an individualized pension plan as an employee of their own company and provides insights into options for owner compensation and it's impact on investment options. If you're looking for a second opinion on your investments and path to achieving your financial goals, talk with Todd! More...
Valerie
Positive: Professionalism, Quality, Responsiveness, Value
Best financial decision I ever made was moving my investment portfolio over to Todd and Betty.
The personal attention they give me and my account is second to none. I truly believe they have my best interests in mind. I am very grateful for all they do for me and wouldn't hesitate to recommend them to anyone.
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Reply from Todd Schmekel - Edward Jones Investments
Thank you so much Valerie for your kind words. It's been a privilege to work with you and get to know you and your family. It really is amazing how far your plan has come in the last five years. We look forward to many more years supporting you and your family.
What do you love most about your job?
Here’s what I love most about what I do.
1) No two clients are alike, no two days are alike, no two tasks are alike– Sure there are similarities but every day is a new journey with. Being a financial advisor is a wonderful combination of meeting new people, learning what they need (listening to their story), figuring out how to help them, creating plans or recommendations, crunching data or making sense of it. Tasks can be simple like reviewing mortgages and portfolios or more complex like preparing for retirement, estate planning, or savings projections. For me, variety is the spice of my professional life!
2) The better you know your clients, the more you can help them– For most people, money is a key. A key to opening the door to the lifestyle they want to live. Financial advice is useless unless it’s personalized to meet a person’s goals. Coming up with money strategies that work as advertised for clients is critical. Whether it's how to save more; how to budget better; how to reduce debt or taxes; or build a portfolio that honors your values and beliefs my challenge is to figure out what will work best for my clients.
3) Helping people learn how to get their money to work for them is my passion – Money skills and knowledge are not taught in school yet they are critical to reaching your financial goals and to opening the door to many lifestyle choices. Most people learned their money skills over time from their families, friends or through trial and error. As an educator of more than 25 years I believe that personal finance education is a life long learning goal. People change, plans change, life evolves and we can always learn better money skills to achieve our goals.
4) Using my training, skills and experience matters to me – During my journey from educator to financial advisor, I learned a lot about people, learning, and money. I started a DIY investor and later became a day trader for a few years before deciding to become a financial advisor. I learned a lot during those days about investing. As an educator I learned a lot about sharing experiences and learning. Being a financial advisor, in my opinion, is the best place to bring my passions for investing, teaching and learning together to help people I care about.
5) My job doesn’t feel like like work – When I’m doing this work, I get lost in the people, their stories and their goals. There is no better feeling. Helping people understand their personal finances is what I was born to do.
What inspired you to start your own business?
I started my own business to combine my passion for people, learning and investing together. I probably should have been running my own business from day one, but like many of us I found myself coming up with reasons why I wasn't ready. I let others talk me out of my goal with words like "its risky" or "you'll end up broke." Growing into the mindset that it was something I could do and absolutely wanted to do took time. Today I've reached my goal of running a successful business. Knowing that I did it has shown me that I have an obligation to help others reach their goals. Though most of the goals I work on with clients are financial ones they always tied to other more personal goals. Those goals matter to us more than we like to think.
Why should our clients choose you?
I think member of Bark.com should choose me as their financial advisor because its not about the money it's about you and your goals. I guess if your only goal is to amass a mountain of money I'm really not your guy. However,
-if your goal is to live the lifestyle you want;
-if you want to work with someone that will listen to your goals and your story;
-if you want to use an established and understandable planning process;
-if you want to partner with someone to help keep you on track for the rest of your life
then there is a very good chance I'm your guy. It's at least worth a conversation I'd say.
Individual Plans and Accounts
Registered Retirement Savings
Plans (RRSPs)
Spousal RRIFs
Spousal RRSPs
Tax-Free Savings Accounts (TFSAs)
Life Income Funds (LIFs)
Locked-in Retirement Accounts
(LIRAs)
Locked-in Retirement Income
Funds (LRIFs)
Locked-in Retirement Savings
Plans (LRSPs)
Prescribed Retirement Income
Funds (PRIFs)
Registered Retirement Income
Funds (RRIFs)
Equity / Stock Investments
Common Stocks (Canadian & U.S.)
Preferred Stocks
Equity Research
Fixed-income Investments
Bonds
• Corporate
• Government
• Provincial
• U.S. Dollar
• Zero Coupon
Guaranteed Investment
Certificates (GICs)
Treasury Bills (T-Bills)
Exchange Traded Funds (ETFs)
Passive and Active ETFS
Insurance
Buy-sell Funding
Collateral Loan
Critical Illness
Disability
Key-person
Long-term Care
Term Life
Universal Life
Whole Life
Mutual Funds
Fund of Funds, Active Funds, Specialty Funds, Sector Funds
Annuities
Fixed
Life
Term Certain
Variable (Segregated Funds)
Cash Management
Fully Secured Line of Credit
Premium Interest Accounts (PIAs)
Online Money Transfer Service
Mortgage Referral Service2
Client Consultation Team - High Net Worth Services
Complex Needs Analysis
Comprehensive Financial Strategies
Business Owner Concerns
Estate Considerations
Company Retirement
Company Retirement Plans
Defined Contribution Registered
Pension Plans
Deferred Profit Sharing Plans
(DPSPs)
Group Registered Retirement
Savings Plans (Group RRSPs)
Individual Pension Plans (IPPs)
Investment Programs
Edward Jones Guided Portfolios®
Edward Jones Portfolio Program®
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Savings Plans (RDSPs)
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Savings Plans (RESPs)
Portfolio and Retirement Planning Services
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Financial Plans
Financial Plan Reviews
Systematic Investing
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Monthly Investing Programs
Stock Drip Program
Investor Education
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Client Appreciation Events
