Edward Jones - Financial Advisor: Christina Gilbert, CFP®

5.0
9 reviews

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: Christina Gilbert, CFP®
9816 Seaport Place, Sidney, BC
V8L4X3, Canada

Hours

Reviews

5.0
9 reviews
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3 stars
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1 star
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  • LB
    Lorenzo Boff
    Nov 6, 2021
    5.0
    We are very happy with Christina’s expertise snd highly recommend her to anyone looking for sound investments with personalized service.
  • AP
    Andrea Pleven
    Dec 22, 2020
    5.0
    Christina has been my advisor for 8 years now - she has worked closely with me to define what my short, medium and long term future financial goals look like and how to get there. She is quick to respond to questions and has endless patience when I ask the same question over and over! She is knowledgeable, professional and extremely capable. I highly recommend her services and will continue to work with her in the future.
  • OA
    Olivia Anderson
    Nov 18, 2020
    5.0
    A good friend, and an excellent money manager, introduced me to Christina several years ago. I was considering retirement and had coincidently inherited some money. I was nervous about how to manage this gift and plan for the future. Working with Christina has made a world of difference in my financial outlook and financial comfort level. I’ve retired early and my money is safely invested with companies whom I’m comfortable with. Christina is empathetic, intuitive and confident. She’s always available to chat, checks in frequently and sends me financial news which she thinks might be of interest. She’s also been terrifically helpful in helping me educate my daughter about her financial future! I can’t imagine how I’d have managed without her - she has alleviated almost all my financial anxiety. Highly recommended.
  • JZ
    Juhree Zimmerman
    Nov 17, 2020
    5.0
    We began working with Christina in the fall of 2018. I had confidence in Edward Jones because my dad was one of the firm’s early brokers in the 1960’s. Christina is very open, clear and effective in her communication with us. She has accommodated many of our special needs and requests. She has been generous with her knowledge and materials. She specifically helped my young grandson get started with his investments, including age-appropriate material to help him learn. We feel safe and confident in Christina’s investment hands.
  • AM
    Alison Mowat
    Nov 8, 2020
    5.0
    I have been a client of Christina Gilbert's since July 2019. During this time, I have found her to be pleasant and professional. Christina is always easy to reach at her office by phone and replies promptly to my emails. She is knowledgeable in all realms of the financial arena and is always able to answer my questions. I feel very confident trusting Christina to help with my financial decisions and would recommend her to anyone looking for a Financial Advisor.

Frequently Asked Questions About Edward Jones - Financial Advisor: Christina Gilbert, CFP®

What services does Edward Jones - Financial Advisor: Christina Gilbert, CFP® offer?

We offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stock and bond brokerage, and investment management tailored to your individual goals.

What are the regular business hours for Edward Jones - Financial Advisor: Christina Gilbert?

We are open Monday to Friday from 8:30 AM to 4:30 PM. On Saturdays, we are available by appointment only. We are closed on Sundays.