Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
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Edward Jones - Financial Advisor: Michael Mason, CFP®|PFP®
Mike Mason has been an amazing financial advisor to me, helping me get on the right track with both my short- and long-term financial goals. He set me up with a First-Time Home Buyer’s account and TFSAs, making sure I was saving efficiently and taking full advantage of tax benefits. He created a well-rounded strategy to help protect my money, manage risks, and build financial security. Mike also has a way of simplifying complicated financial decisions, breaking them down into easy-to-understand steps so I always feel confident about the choices I’m making. He’s also incredibly friendly, patient, and always prioritizes what’s best for me. I never feel rushed or pressured—just well-informed and supported.
One of the biggest ways Mike helped me was when I bought my first home. He walked me through financial details, helping me weigh my options, understand possible risks, and plan for the future. What really stood out was how involved and supportive he was—he checked in regularly to see if I had any questions or needed guidance. His insights and advice gave me peace of mind throughout the process, making sure I felt secure in my decisions from start to finish. I can’t recommend him enough to anyone looking for a knowledgeable, trustworthy advisor who truly cares about his clients.