Finance, Insurance & Legal

Edward Jones Investments – Debbie Clark

I help people to grow, protect, enjoy and transfer their wealth in a tax efficient manner.

I agree with Confucius: "Choose a job you love, and you'll never work a day in your life." As a financial advisor, I spend my days using both the creative and analytical sides of my brain, following my passions, and making a difference for people in my community.

As we work together, we'll talk about fun things like your hopes and dreams, realities like your risk tolerance and trade-offs, and the inevitable like mortality and tax implications. I want to make sure all your bases are covered and that we help you grow, protect, enjoy and transfer wealth in a tax-efficient, "keep more of what you earn" manner. We'll look at your goals holistically rather than engage in single investments transactional.

I would love to start a conversation with you today!

Location

130 - 1636 Main Street
Penticton, BC V2A 5G8

Website:

Website

Phone Number:

2504938352 (Primary)