Business Details
About
Investment Service
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: Patrick L McLewin, CFP®
2590 Cadboro Bay Road, Oak Bay (Victoria), BC
V8R5J2, Canada
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Patrick L McLewin, CFP®
What types of financial services does Edward Jones - Financial Advisor: Patrick L McLewin offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Patrick L McLewin located?
The office is located at 2590 Cadboro Bay Road, Suite 101, Oak Bay (Victoria), BC, V8R5J2, Canada.
What are the office hours for Edward Jones - Financial Advisor: Patrick L McLewin?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
How can I contact Patrick L McLewin for financial advisory services?
You can reach Patrick L McLewin by phone at +1 250-595-1227 or email at patrick.mclewin@edwardjones.com.
Is there an online way to schedule a consultation with Edward Jones - Financial Advisor: Patrick L McLewin?
Yes, appointments can be booked via their contact page at https://www.edwardjones.ca/ca-en/financial-advisor/patrick-mclewin/contact/.
Does Edward Jones offer any tools to help with retirement planning?
Yes, they recommend using their Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help you prepare for your future.
Which languages are spoken by the Edward Jones financial advisor team here?
The financial advisory services are offered in English.
What nearby amenities can I visit before or after my financial advisory appointment?
Nearby, you can visit Pure Vanilla Bakery & Cafe for coffee and snacks, Willow King Spa for relaxation, or enjoy a meal at Machi Sushi, providing convenient options before or after your visit.
Are there any nearby fitness or recreational facilities close to Edward Jones - Financial Advisor: Patrick L McLewin?
Yes, Soft & Strong Fitness gym and the Peter Pan Water Park are nearby, offering opportunities for exercise and family fun around your appointment time.
Can I find other professional services near Edward Jones in Oak Bay?
Yes, nearby professional services include The Health League for chiropractic and family practice, Willows Family Dental for dental care, and PPC Solutions for marketing and advertising needs.