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: Katrina M Cheng
1867 Yonge St, Toronto, ON
M4S1Y5, Canada
Reviews
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2 reviews
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- MOMarti Obreza6 days ago5.0I recommend Katrina as a financial advisor. She listens, understands my needs, is knowledgeable, pleasant to work with, and has helped me achieve great results.
- MMMarcel6 days ago5.0We worked with Katrina to find an insurance product to fit our needs. She was highly competent, professional, accommodating, and diligent in taking us through the process. I'd strongly recommend her as an insurance broker or financial advisor.
Frequently Asked Questions About Edward Jones - Financial Advisor: Katrina M Cheng
What investment services does Edward Jones - Financial Advisor: Katrina M Cheng offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stock and bond brokerage, and investment management tailored to individual client needs.
How can I schedule a consultation with Katrina M Cheng?
You can schedule a consultation by visiting the reservation page at https://www.edwardjones.ca/ca-en/financial-advisor/katrina-cheng/contact/ or by calling +1 416-406-1140.
What languages are spoken at Edward Jones - Financial Advisor: Katrina M Cheng?
Services are provided in English.
Where is Edward Jones - Financial Advisor: Katrina M Cheng located?
The office is located at 1867 Yonge St, Suite 503, Toronto, ON, M4S1Y5, Canada.
How does Edward Jones ensure data privacy?
Edward Jones has a Privacy and Security page detailing how they use and protect client data, available at https://www.edwardjones.ca/ca-en/privacy.
What nearby places could I visit before or after my appointment at Edward Jones - Financial Advisor: Katrina M Cheng?
Nearby places of interest include The College of Massage Therapists of Ontario for relaxation, and various renowned real estate agencies like Tammy Masoumi Sotheby's International Realty Canada and The Slocombe Group if you are exploring property investments.
How can nearby real estate agents help me in conjunction with financial advising services at Edward Jones?
Local real estate agents like Carlos Paniagua and Vanessa Shapka Real Estate can assist you with property investments and home buying decisions that complement your financial planning with Edward Jones.
Are there any nearby insurance agencies if I need complementary insurance advice?
Yes, FCA Surety and Firstbrook Cassie & Anderson are nearby insurance agencies that can provide insurance services to complement your investment and financial plans.
What is the featured financial tool promoted by Edward Jones - Financial Advisor: Katrina M Cheng?
Edward Jones features a Retirement Calculator to help clients assess their retirement readiness. It is available at https://www.edwardjones.ca/ca-en/market-news-insights/financial-calculators/retirement-calculator.
What are the main categories and specialties of Edward Jones - Financial Advisor: Katrina M Cheng?
The business specializes in Edward Jones branded financial advisory services, investment services, stock brokerage, and financial consulting.