Edward Jones – Financial Advisor: Pat Smits

I am proud to serve a wide variety of clients with diverse goals. I work with individuals, families and businesses to address the following areas: retirement strategies, estate considerations, business owner needs, survivor and long-term care needs, life insurance needs, and education savings. In an effort to bring simplicity to my clients' lives, I assist in consolidating accounts to help them understand their investments. When a client calls our office, they reach myself, Kelly or Terrie, not an automated service or call centre.

Contact Info

Location

12 Macdonald Street
Forest,  Ontario
N0N 1J0
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  • P/T Employees: 1
  • F/T Employees: 3
  • Key Contact: Pat Smits
  • NAICS Code: 523110 - Investment banking and securities dealing