Calgary, AB
I offer a free no cost and no obligation to talk to me. I will give you a honest review of your financial situation. No cost, no fee, no commitment.
I am a financial advisor with Edward Jones, my focus is working with my clients as individuals.
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5 customer reviews
Dayakarn Sandhu
Financial Advisors
Randy's background proved to be valuable to demonstrate his competence in financial planning, and he took the time to run through various "if-then" scenarios and the long-term results of each.
Reply from Edward Jones
Thank you for the review, I look forward to working with you.
Vibica
I have found Randy to be very helpful and knowledgeable, He has a great understanding of the different investments. Has always taken time to explain things to me.
Reply from Edward Jones
Just wanted to see how things are going with you. Remember if you need, I am here to assist you with your financial planning.
Eric Cook
I have worked with Randy for many years. Takes the time to answer my questions. Stays in touch with me, no matter what is happening in the market. Helps me understand the ups and downs in the markets. More...
judy jensen
always on top of things and keeping in contact with me. Polite
Meining Lu
Randy takes time to explain things to me at a level that I can understand. He respects my thoughts and goals.
What do you love most about your job?
I enjoy helping my clients reach their goals. I love to watch my long term clients enter into retirement, and reaching their goals.
What inspired you to start your own business?
My grandmother, always taught me how to save money.
Why should our clients choose you?
I work one on one, and will do my best to advise you on what is best for you.
Can you provide your services online or remotely? If so, please add details.
I can work via Phone or Zoom. Zoom is a wonderful way of reaching out to my clients at this time. Through zoom we still have a type of face to face repour.
What changes have you made to keep your customers safe from Covid-19?
We follow all guidelines for Covid-19. We have mask and disinfectant available for those that come in.
Financial Advisor
As an Edward Jones financial advisor, I believe it’s important to understand what you’re working towards before you invest your money. Working closely with you I can help determine the most appropriate financial strategy for you and your family.
I work one on one with my clients, providing a personalized approach to reach their goals.
Partnering with my Clients I use proven techniques and strategies, for their success.
Estate Planning
I work with my clients to help them develop their Estate plans. We have a fantastic back office that is available to assist with complex Estates.
Insurance
Working together we will provide the best insurance programs for you.
RESP
We provide education plans for your children and grand children