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: Liz da Mata, CFP®
376 Harbour Road, Victoria, BC
V9A3S1, Canada
Reviews
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2 reviews
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- COCatherine OlchowyApr 24, 20195.0Liz is amazing. She has a way with people who are nervous about their financial picture, making them feel comfortable. And, she has lots of solutions! She has helped my family and will help yours.
Frequently Asked Questions About Edward Jones - Financial Advisor: Liz da Mata, CFP®
What services does Edward Jones - Financial Advisor: Liz da Mata, CFP® offer?
Edward Jones, led by Liz da Mata, 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: Liz da Mata, CFP® located?
The office is located at 376 Harbour Road, Suite 100, Victoria, BC, V9A3S1, Canada.
How can I contact Liz da Mata for financial advisory services?
You can contact Liz da Mata via phone at +1 250-477-3166 or email at liz.damata@edwardjones.com.
Does Edward Jones - Financial Advisor: Liz da Mata have an online presence?
Yes, they have a LinkedIn profile and a Facebook page. More information can be found on their website at https://www.edwardjones.ca/ca-en/financial-advisor/liz-damata.
Is it possible to schedule an appointment with Liz da Mata online?
Yes, you can book a consultation online through their reservation page at https://www.edwardjones.ca/ca-en/financial-advisor/liz-damata/contact/.
What languages are available for consultations at this Edward Jones office?
Consultations are available in English.
Are there any nearby businesses where I could grab a coffee before or after meeting with Liz da Mata?
Yes, nearby coffee shops include Caffe Fantastico and Fol Epi, great spots to relax before or after your meeting.
What are some nearby fitness or wellness facilities if I want to stay active around Edward Jones' location?
9Round Fitness, a boxing gym, and Yoga Bar Studio are close by for wellness and fitness activities.
Are there any nearby legal or consulting services that clients might find useful?
Nearby legal and consulting services include Acheson Sweeney Foley Sahota (lawyer) and Maggie Claydon Counselling for mental health support.
What is a useful online tool provided by Edward Jones to help clients with retirement planning?
Edward Jones offers an online Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help clients prepare for their future.