Edward Jones-Financial Advisor: Patrick McLewin, CFP
Edward Jones is a financial - services firm dedicated to serving the needs of individual investors.
I’m a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With more than 14,000 advisors across the United States and through the firm’s affiliate in Canada*, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and de
We are celebrating!
What a milestone! In 2024, Edward Jones celebrates our 30th anniversary in Canada.
We are thrilled to welcome Stefan Pregelj to the firm. Bringing with him 18 years of experience as a financial advisor, he will greatly contribute to our continuous efforts of providing comprehensive wealth strategies tailored to our clients' goals. We look forward to partnering with Stefan in his and his clients’ success.
Stefan Pregelj Redefining my worth with Edward Jones - Edward Jones I’ve been a financial advisor for 18 years and made the move to Edward Jones in late 2023. It’s always tough changing firms, and the decision wasn’t easy. Ultimately, I did it for my clients. I’ve known some of them for over 15 years, and I love going home every night knowing I’ve truly he...
I'm proud to announce that as per the Financial Post, Edward Jones has been named on the 2023 Kincentric List of Best Employers in Canada for the 22nd year in a row and has placed in the top 25% of all four categories:
- Employee engagement
- Organizational agility
- Engaging leadership
- Talent focus
We have continually grown and evolved to meet the ever-changing and increasing needs of our clients. Edward Jones strives every day to foster a culture of One Edward Jones where diversity, inclusion and a sense of belonging is encouraged and celebrated.
Meet Canada’s 2023 Kincentric Best Employers Based on employee opinion, these organizations have been recognized as the best in four areas critical for success
Edward Jones is looking for experienced Financial Advisors who are looking to take ownership of their work paths to flexibly adapt to and plan for real-world situations.
“What we’re seeing is this opportunity to let go of the guilt and design our own work paths that make sense for our life plans, our clients, our communities, and our families—and there’s just so much power in that,” says Moira Klein-Swormink, Principal, Canada Wealth Management Solutions, at Edward Jones.
How are women advisors and clients challenging the financial industry? | Investment Executive Women are demanding the industry do better — and here’s how firms are responding.
Wishing you a joyful holiday season and a happy New Year.
See how our integrated technology makes our financial advisors’ jobs more efficient by making it easier for their clients to invest.
High tech, high touch digital client experience with easy-to-use tools| Edward Jones Our clients benefit from a close relationship with a trusted financial advisor and easy-to-use integrated technology tools. Put tech to work for you at Edward Jones.
Wealth Professional has named Edward Jones Canada a 5-Star Brokerage. This award recognizes Edward Jones' commitment to corporate culture, training, compliance, and technology. I'm proud to work for a firm which provides such great support to my branch team, allowing me to focus on what's most important - building trusted relationships with my clients to help them achieve their financial goals, and partnering with them for positive impact in every community we serve.
Best Wealth Management Firms in Canada | 5-Star Brokerages 2023 Wealth Professional’s 5-Star Brokerages are some of the best wealth management firms in Canada
At Edward Jones we are empowered to focus on what's most important to our clients. Watch my fellow advisor Shawn Sinclair discuss how Edward Jones inspires us to do what we do best: Advise.
I'm honoured to be among the nearly 850 Edward Jones financial advisors in Canada who help our clients achieve financially what is most important to them and their families. Thank you to our clients for rating us " #1 in Investor Satisfaction with Full-Service Wealth Management Firms" in the J.D. Power 2023 Canada Full-Service Investor Satisfaction study. It's an honour to be recognized by you – our clients. Learn more here.
2023 J.D. Power Award Edward Jones Canada has been named the Highest in Investor Satisfaction with Full-Service Wealth Management Firms in the J.D.Power’s 2023 study.
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Address
2590 Cadboro Bay Road Suite 101
Victoria, BC
V8R5J2
Opening Hours
Monday | 8am - 5pm |
Tuesday | 8am - 5pm |
Wednesday | 8am - 5pm |
Thursday | 8am - 5pm |
Friday | 8am - 5pm |
755 Queens Avenue Suite 200
Victoria, V8T1M2
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