Business Details
About
Investment ServiceEdward Jones
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.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.
Location
Edward Jones - Financial Advisor: Chantal Diaz, CEA®
3975 Lakeshore Rd, Kelowna, BC
V1W1V3, Canada
Hours
Reviews
5.0
8 reviews
5 stars
8
4 stars0
3 stars0
2 stars0
1 star0
- SPStephanie Gilchrist PREC*Dec 9, 20255.0I love Chantal. She works hard, is super knowledgeable and has great recommendations, and when I follow her advice I am consistently coming out ahead. I've been with her for years and years and she keeps lifting me higher and higher, and helping me think ahead and plan for retirement. Highly recommend!!!
- MHmichelle hargraveApr 4, 20205.0Chantal is amazing! She developed a game plan and guided me every step of the way to go from over $100k in debt to zero debt and building my savings in less than 2 years! Along the way, she has helped me shift my beliefs about money and has taught me how to make my money work for me. She is smart, kind, caring and patient. I highly recommend you call Chantal if you want to change your current financial situation!
- ALAndrea LindalApr 10, 20195.0Chantal has brought my investing knowledge to a whole new level. She's helped me really understand how my money can work for me now and for retirement. She communicates incredibly well and has a ton of patience when I glaze over. I highly recommend Chantal if you're looking for someone to truly work in your best interest from a financial standpoint!
- JFJoanne FunkAug 23, 20175.0Knowledgeable, professional, and integral. Chantal seeks the best interest of her clients, while safe guarding their future. She pairs like minded people together, engages in meaningful connections, and offers her expertise to up and coming entrepreneurs.
Frequently Asked Questions About Edward Jones - Financial Advisor: Chantal Diaz, CEA®
What services are offered by Edward Jones - Financial Advisor: Chantal Diaz?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: Chantal Diaz?
The office is open Monday to Friday from 8:00 AM to 4:30 PM and is closed on Saturdays and Sundays, except by appointment on Saturdays.
How can I schedule an appointment with Chantal Diaz at Edward Jones?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.ca/ca-en/financial-advisor/chantal-diaz/contact/
Where is Edward Jones - Financial Advisor: Chantal Diaz located?
They are located at 3975 Lakeshore Rd, Suite 204, Kelowna, BC, V1W1V3, Canada.
What is the contact information for Edward Jones - Financial Advisor: Chantal Diaz?
You can call them at +1 236-326-7738 or at the alternate phone +1 250-764-7088, or email chantaldiaz@edwardjones.com.
Does Edward Jones provide online tools to help with retirement planning?
Yes, they offer a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help you be retirement ready.
What nearby banks could I visit before or after meeting at Edward Jones?
BMO Bank of Montreal and Scotiabank ATM are nearby banks you can visit for additional financial services.
Are there conveniences near Edward Jones, such as places to grab a coffee or food?
Yes, Starbucks Canada and 7-Eleven Canada are nearby where you can get coffee, snacks, or quick meals before or after your appointment.
What health-related services are located near Edward Jones?
Nearby health services include Mission Creek Orthodontics, Discover Dental, Pharmasave Lakeshore Road, and Sterling Centre, offering dental, pharmacy, and community health resources.
Can I find beauty or spa services near Edward Jones?
Yes, there are several nearby beauty and spa services such as Kenali an AVEDA Concept Salon, SoElla Skin, Total E-Clips Salon & Day Spa, and Slate Salon and Spa.