Dana Hicks Cfp®, Cea® Email & Phone Number

155 Main St. Delhi, Ontario, Canada

The relationship we build with each other – and the trust that evolves – is the foundation of our work together. It is, after all, your hard-earned money, your goals and dreams, and your family we're talking about. We'll explore the things that matter most to you, take a look at where you are and map out a path to where you want to be.I chose to join Edward Jones because our values mirror each other. Priority #1 is our clients. As a partnership, we have no stockholders to please – only our clients. And our approach is relationship-based and holistically focused – What is the big picture? How do we balance short- and long-term goals? How do we both build your wealth and protect it?

As a Financial Planner with TD Waterhouse I work closely with families to put together a comprehensive plan using a disciplined approach. The first step is to understand you. I will ask questions that may never have been asked before to fully understand my clients dreams and goals. This allows us to come up with a tailored investment plan to give my clients peace of mind knowing they will realize those dreams. This service is not only is offered to my clients but to friends and family who would also benefit from my expertise.

Cea, Executor Assistance

Activities and Societies: Certified Executor Advisors (CEA®) are uniquely equipped to steer executors away from potential problems.

Bachelor Of Business Administration (B.B.A.), Human Resources Management And Services

Capstone Cfp, Financial Planning And Services

Wealth Management Essentials, Finance And Financial Management Services

Certified Financial Planner, Financial Planning And Services