Edward Jones - Financial Advisor: Gurpreet K Mann

5.0
5 reviews

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: Gurpreet K Mann
9 The Square, Bayfield, ON
N0M 1G0, Canada

Hours

Reviews

5.0
5 reviews
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  • NL
    Nancy Lobb
    Feb 18, 2025
    5.0
    Gurpreet has been my trusted financial advisor for 2+years, helping me reach my short-term financial goals, while planning for the long term. She has helped me build a solid, diversified portfolio that meets my risk tolerance, and retirement goals. She also listens to and helps me action specific investment goals (e.g type of companies I want to invest in or not). She takes the time to answer all my questions in a way that I can understand and feel comfortable with.) I also appreciate all the market information she shares from Edward Jones. Gurpreet and her team are very professional and responsive, which I always appreciate. I have no hesitation in recommending Gurpreet and look forward to continuing on my financial journey with her as my trusted advisor.
  • BP
    Bruce Page
    Dec 19, 2024
    5.0
    Gurpreet has been awesome in handling our retirement portfolio. We are very impressed with our results and how we have been treated. For those who think the fees might be high with Edward Jones, they should realize they absolutely are not. Gurpreet has grown our investments too, far quicker than any individual could on their own. Glad we have her!!
  • NR
    Nolan Regier
    Oct 8, 2024
    5.0
    Gurpreet is excellent to work with. Very professional and knowledgeable about the industry. I was referred to Gurpreet and she is an excellent decision for anyone. I thank you very much for your expertise thus far and I look forward to continuously working with you! Thank you to Tamara and Kelly as well for accommodating my schedule and arranging my appointments. It is greatly appreciated.
  • DL
    Deena Layton
    Oct 8, 2024
    5.0
    We are so happy with our Financial Advisor Gurpreet Mann. Gurpreet always takes the time to answer any questions we may have either on the phone, or in person . She understands our financial goals, and has made a solid long term plan for us to achieve these goals. We respect Gurpreet’s research and recommendations, and she has provided us with great and solid advice. She always goes the extra mile. I would highly recommend Gurpreet to anyone looking for an extremely knowledgeable Financial Advisor who listens, and gets the job done right Deena Layton
  • VM
    Virginia McNaughton
    Sep 17, 2024
    5.0
    Gurpreet is more than an advisor to my husband and I. She’s a trusted friend who cares for our financial future. We’ve been so impressed with the handling of our financial portfolio and the way Gurpreet and her team understand our needs. As a couple in their mid/late 40s, we really appreciate knowing we’ll have the right hands on our finances right until retirement, which is now significantly sooner! Kelly and Tamara round out this amazing group of professional women who always make you feel at home. Highly highly recommend!

Frequently Asked Questions About Edward Jones - Financial Advisor: Gurpreet K Mann

What services does Edward Jones - Financial Advisor: Gurpreet K Mann offer?

They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stock and bond brokerage, and investment management.

Where is Edward Jones - Financial Advisor: Gurpreet K Mann located?

It is located at 9 The Square, Bayfield, ON, N0M 1G0, Canada.