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: Lisa E Currie, PFP®
501 Coldstream Drive, Oshawa, ON
L1K3B3, Canada
Hours
Reviews
4.9
42 reviews
5 stars
41
4 stars0
3 stars0
2 stars0
1 star
1
- HBHeather BJun 17, 20255.0I've entrusted my investments to Lisa for over 5 years now. She helped me navigate my finances through a job loss and the pandemic, divorce and setting me up for purchasing a home. She is a pleasure to talk too, whether in person or on the phone, never makes me feel like i'm asking a stupid question and I have 100% confidence she understands my financial goals.
- CCCROOKSJun 28, 20245.0My wife and I have been using Lisa Currie as our financial advisor for over 13 years. We had a bad experience with a different advisor for 10 years prior to Lisa and were hesitant to try Edward Jones and Lisa Currie. We wish we had started using Lisa earlier. Lisa Currie is knowledgeable, professional, trustworthy, she listens and genuinely cares about you as a client. I can also say that Lisa is also able to refer excellent specialist for other issues that are not her expertise but that everyone will need at some point in their life. I highly recommend Lisa Currie.
- DCDavid CottonOct 14, 20235.0Very professional, knowledgeable, transparent and always proactive, I highly recommend Lisa and her team.
- DMdavid middletonFeb 8, 20225.0We invested our retirement savings via Lisa Currie a few years before we retired. We have been retired for 5 years and have found her incredibly helpful and she explains the complex investment decisions very clearly. Under her guidance Edward Jones has increased our investments considerably more than our previous financial advisor. I would definitely recommend Lisa and Edward Jones to anyone.
- JMJulie McNicolAug 19, 20215.0Lisa's customer service is second to none, which is likely why her team repeatedly wins awards from Edward Jones for exemplary service to their clients. Lisa and her staff are professional, kind, and more importantly, they are honest. They set realistic financial goals for their customers and are transparent with their opinions of all investment options. I feel comfortable knowing that they take careful consideration of the markets, their client's questions, and they do not hold back on providing their feedback and advice. I trust their intuition and the results speak for themselves.
Frequently Asked Questions About Edward Jones - Financial Advisor: Lisa E Currie, PFP®
What are the regular business hours for Edward Jones - Financial Advisor: Lisa E Currie?
The office is open Monday to Thursday from 8:30 AM to 4:30 PM, Friday from 9:00 AM to 4:00 PM, and is closed on Saturdays and Sundays except by appointment on Saturdays.
Where is Edward Jones - Financial Advisor: Lisa E Currie located?
The office is located at 501 Coldstream Drive, Unit 3, Oshawa, ON L1K3B3, Canada.
What types of financial services does Edward Jones - Financial Advisor: Lisa E Currie offer?
Services include personalized investment management, retirement planning, education savings, tax-efficient investment strategies, stocks and bonds brokerage, and face-to-face financial advisory consultations.
How can I contact Lisa E Currie at Edward Jones?
You can reach the advisor by phone at +1 905-723-2633 or via email at lisa.currie@edwardjones.com.
Is there an online tool available to help with retirement planning?
Yes, Edward Jones provides an online retirement savings calculator available on their website to help you prepare and feel confident about your future.
Can I book an appointment online for financial advising?
Yes, appointments can be scheduled online through the Edward Jones contact page for Lisa E Currie.
What languages are supported at Edward Jones - Financial Advisor: Lisa E Currie?
Services are provided in English.
Are there any childcare centers nearby if I need to arrange care while visiting Edward Jones?
Yes, Children's Town Playcare Center and Providence Daycare Centre are nearby options offering day care and preschool services.
What local amenities are close to Edward Jones for convenience during my visit?
Circle K convenience store and coffee shop is nearby, which can be useful for refreshments before or after your appointment.
Are there any parks or recreational areas near Edward Jones for a relaxing break?
Yes, Ritson Fields Park, featuring soccer fields and outdoor activities, is nearby and a great place to visit before or after your financial consultation.