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: Ed dos Santos, CFP®
28 Argyle Street North, Caledonia, ON
N3W1B7, Canada
Hours
Reviews
2.6
5 reviews
5 stars
2
4 stars0
3 stars0
2 stars0
1 star
3
- FAF. AndersDec 20, 20231.0I have worked with Ed Dos Santos for about 17 years. Initially all was good and we did work well together. My parents at one time worked with him..!!! Everything on the surface appeared good between client/advisor relationship. Unfortunately like any good relationship when TRUST is lost you have to move on. His lack of transparency over FEES had become concerning. He moved me into programs that did not benefit me but certainly looked after him. In other words he put his own interests FIRST and NOT what was best for the client. Too many secrets with Ed Dos Santos.
- DWDini WestmanSep 21, 20235.0Knowledgable and extremely trustworthy. Highly recommend.
- MMMike McCurlieDec 30, 20225.0I’ve worked with Ed dos Santos for almost 20 years. He’s always steered me in the right direction. In the last two recessions he did very well at not losing me much compared to the overall market. He’s very thorough and trustworthy and so is his excellent staff, Vanessa and Lisa. Full marks for the Edward Jones office in Caledonia! Mike
- AAAndrea Andrea (Andrea)Jul 27, 20221.0Rude and arrogant. He mocked me and made me feel worthless. Absolutely not a small town type of value system. He wants money,.He is happy to take an older persons money but he doesn’t really care about you. Shockingly rude.
- ADAbc DefJun 18, 20221.0Not taking new clients so don't call and bother him that's how I felt when I called.SO DON'T CALL
Frequently Asked Questions About Edward Jones - Financial Advisor: Ed dos Santos, CFP®
What services does Edward Jones - Financial Advisor: Ed dos Santos 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: Ed dos Santos located?
The office is located at 28 Argyle Street North, Caledonia, ON N3W1B7, Canada.
What are the operating hours of Edward Jones - Financial Advisor: Ed dos Santos?
The office is open Monday to Friday from 9:00 AM to 5:00 PM and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Ed dos Santos?
You can call them at +1 905-765-1812 or email ed.dossantos@edwardjones.com for inquiries or appointments.
Is there an online resource to help me prepare for retirement with Edward Jones?
Yes, Edward Jones offers a Retirement Savings Calculator available on their website to help you plan your retirement.
Can I book an appointment with Edward Jones - Financial Advisor: Ed dos Santos online?
Yes, you can make a reservation online through their contact page at https://www.edwardjones.ca/ca-en/financial-advisor/ed-dossantos/contact/.
Which nearby financial institutions are close to Edward Jones - Financial Advisor: Ed dos Santos?
Nearby financial institutions include CIBC Branch with ATM, CIBC, Scotiabank, and Libro Credit Union - Branch, which can be convenient for banking needs before or after your financial advisory appointments.
Are there nearby restaurants where I can dine before or after visiting Edward Jones - Financial Advisor: Ed dos Santos?
Yes, you can visit nearby eateries such as A E Jones Bakery, Ye Olde Squire - Downtown Caledonia, and Victor's Cornerstone for a meal or refreshments around your visit.
What nearby services are available for personal needs near Edward Jones?
In the vicinity, you can find services like Don's Barber Shop for grooming, Life Changes Wellness Center for holistic wellness, and Arrell Law LLP for legal assistance.
Does Edward Jones - Financial Advisor: Ed dos Santos offer investment management and stock brokerage?
Yes, their services include investment management, stocks and bonds advisory, and acting as stock and bond brokers.