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: David Koppe, CFP®
555 W 12th Avenue, Vancouver, BC
V5Z3X7, Canada
Reviews
5.0
21 reviews
5 stars
21
4 stars0
3 stars0
2 stars0
1 star0
- NTNathan TipperNov 14, 20255.0David was great to talk to and taught me a lot about what I can do with my money. If you are looking for someone to talk to or have any interest in investing your money, David is your guy.
- THTodd HamanishiSep 18, 20255.0David really cares about you and your investments. Regardless of your situation, he still treats you like family. I highly recommend his services.
- IPIn A Coma ProductionsSep 6, 20255.0David has been been our financial adviser for many years and has grown our portfolio as our family grew. He is incredibly knowledgeable, professional and friendly. We are grateful to have him looking after our financial wellbeing.
- BRBishoy RiadAug 20, 20255.0I have been working with David Koppe at Edward Jones for years, and I consistently find his guidance precise, timely, and deeply rooted in current market trends. He anticipates financial shifts with clarity and adapts strategies proactively. Beyond his analytical strength, David's extensive network, combined with thoughtful referrals, has connected me to invaluable resources when needed. His balance of insight and personal engagement makes him an outstanding advisor. I highly recommend him.
- BTBruno TeixeiraFeb 8, 20245.0David is awesome, investing was not something my wife and I were familiar with but he was able to simplify it for us so we could make sense of it all. He took the time to learn what we were comfortable with and what risk level we wanted to take on, leaving the decisions in our hands. Always energetic and making investing fun. Thanks for all your hard work David!
Frequently Asked Questions About Edward Jones - Financial Advisor: David Koppe, CFP®
What types of financial services does Edward Jones - Financial Advisor: David Koppe offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies.
How can I contact Edward Jones - Financial Advisor: David Koppe?
You can reach them by phone at +1 778-745-5081 or via email at david.koppe@edwardjones.com.
Where is Edward Jones - Financial Advisor: David Koppe located?
The office is located at 555 W 12th Avenue, Suite 116, Vancouver, BC, V5Z 3X7, Canada.
Is Edward Jones - Financial Advisor: David Koppe currently open?
Yes, the business is currently open.
Does Edward Jones - Financial Advisor: David Koppe have an online appointment system?
Yes, appointments can be made through their contact page at https://www.edwardjones.ca/ca-en/financial-advisor/david-koppe/contact/
Which languages are supported by Edward Jones - Financial Advisor: David Koppe?
They provide services in English.
What are some nearby places where I can grab a meal before or after my consultation at Edward Jones?
Nearby dining options include freshii for health-focused fast food, i-Cafe offering Hong Kong style food, and Joe Fortes Seafood & Chop House for seafood and steakhouse meals.
Are there any healthcare facilities close to Edward Jones - Financial Advisor: David Koppe?
Yes, nearby healthcare options include Canada Diagnostic Centres for imaging, WHYT STUDIO for medical spa treatments, and City Square Dental Center for dental and medical services.
What nearby retail stores can I visit around Edward Jones - Financial Advisor: David Koppe?
You can find Dollarama, Body Energy Club for vitamins and supplements, and City Square Shopping Centre for a variety of retail outlets nearby.
How can nearby places like transit and shopping centers help me when visiting Edward Jones - Financial Advisor: David Koppe?
Nearby places such as City Square Shopping Centre provide shopping and dining options, making it convenient to combine errands or meals with your financial consultation, and are well connected by local transit for easy access.