Anthony G. Lawrence
Financial Advisor @Edward Jones
Signup · Get unlimited contacts
WORK HISTORY
Financial Advisor @Edward Jones
Toronto, ON, CA
I help create a better financial future for my clients by putting them first. When we partner together, I\'m looking to find out what my clients want to accomplish in the short term (like knowing how to pay for their children\'s education) to the long term goals (like living the retirement of their dreams). Once we have the most important goals, I get to understand your investment personality and coach you. We keep in touch and make sure that as life changes, your plan keeps up. As an CIRO licensed advisor, I\'m capable of making a plan and employ stocks, bonds, ETF\'s and other fund products to make sure you are plan is customized and unique as you are. Once that has been set, we want to make sure risk is managed well, and transition and succession planning is established.
EDUCATION
Canadian Securities Institute
Courses Completed
SKILLS
ABOUT ANTHONY G. LAWRENCE
Most people work without a plan. Smart, hard working professionals will spend 20 years working without knowing when they\'ll retire or how they can achieve their financial goals. In order to solve that problem, they\'ll hire a sales person at some financial institution, only to realize that the problem still exists. My practice focuses on the milestones that you want to achieve in your life. After understanding that, we set up a Financial Foundation and set specific targets in order to achieve those goals. Edward Jones has been rated the highest in investor satisfaction for 8 years in a row in North America. Find out what we can do for you. I\'m currently taking 3 clients a month.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.