Business Details
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: Sean Urie, CIM®
1148 Winston Churchill Blvd., Oakville, ON
L6J0A3, Canada
Hours
Reviews
5.0
10 reviews
5 stars
10
4 stars0
3 stars0
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1 star0
- ASAngelaine SanchoNov 26, 20255.0"Sean works with successful business owners, professionals and individuals who take planning their future seriously - and is passionate about getting to truly know them. Whether you're planning for retirement, saving for post-secondary education for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, Sean can work with you to develop specific strategies to help you achieve your goals. I cannot recommend Sean enough to you based on the reviews of clients I have sent to him in the past." - Paul Silva from RinaldiSilva LLP
- SKSteve KellyJul 10, 20255.0I had a great meeting with Sean and was struck by how genuinely he cares about helping his clients achieve their financial goals. He takes a thoughtful, individualized approach — asking the right questions, listening carefully, and offering clear, practical guidance. His calm, professional manner and commitment to building a long-term relationship make him a financial advisor you can truly trust.
- HCHamorn ChungJul 3, 20245.0Sean is an exceptionally knowledgeable and resourceful financial advisor. As a newcomer to investing, I was initially overwhelmed, but Sean took the time to patiently explain complex financial concepts in a way that was easy for me to understand. I highly recommend working with Sean - he is an important partner in helping you reach your financial goals.
- GBGreg BedardJan 29, 20245.0Sean is an experienced financial planner, extremely knowledgeable and provides a highly consultative and wholistic and long-term approach to address your needs. I highly recommend his services if you are looking for a top notch professional in your corner.
- EGEric GruscykJan 10, 20245.0Sean is a consummate professional. I would not hesitate to recommend his services and trust his recommendation's, knowledge and advice.
Frequently Asked Questions About Edward Jones - Financial Advisor: Sean Urie, CIM®
What financial services does Edward Jones - Financial Advisor: Sean Urie offer?
They provide personalized financial advisory services, including retirement planning, education savings, tax-efficient investment strategies, investments in stocks and bonds, and investment management tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: Sean Urie?
The office is open Monday to Friday from 8:00 AM to 5:00 PM, with extended hours till 8:00 PM on Wednesdays and Thursdays. They are closed on Sundays and Saturdays but available by appointment on Saturdays.
How can I schedule an appointment with Sean Urie?
You can schedule an appointment online through their contact page at https://www.edwardjones.ca/ca-en/financial-advisor/sean-urie/contact/ or contact them via phone at +1 905-829-4706.
Where is Edward Jones - Financial Advisor: Sean Urie located?
The office is located at 1148 Winston Churchill Blvd., Unit #1A, Oakville, ON, L6J0A3, Canada.
Does Edward Jones - Financial Advisor: Sean Urie offer services in multiple languages?
They offer services in English.
How can I contact Sean Urie via email or social media?
You can email Sean Urie at sean.urie@edwardjones.com or visit their Facebook page at https://www.facebook.com/823676751301223.
Are there any nearby childcare facilities near Edward Jones office for clients with children?
Yes, nearby childcare options include SimplySmart Child Care Centre and Montessori, Peekaboo Child Care, and BrightPath Winston Churchill, making it convenient for clients with children to arrange care during appointments.
What nearby amenities can I visit before or after my appointment at Edward Jones?
You can visit nearby places such as Mesmerize SelfCare Club Oakville for coffee, The Glass Half Full - Premium Beverages for wine or liquor, or dine at nearby restaurants like Popeyes Louisiana Kitchen, Chef's Door, and Pizza Pizza.
Where can I find health and wellness services near Edward Jones?
Nearby health and wellness services include Platinum Physiotherapy, Ontario Bariatric Clinic, Halton Hearing Centre, YOUR HEALTH Wellness Centre, and Swan Beauty for skin care, providing a variety of options to complement your wellness routine.
How can nearby financial services assist me when visiting Edward Jones?
Nearby financial institutions like National Bank and Western Union offer additional banking and money transfer services, which could be convenient for comprehensive financial planning or related needs during your visit to Edward Jones.