Stuart Mcconnachie, Cfp®, Cim®, Cepa®

Stuart Mcconnachie, Cfp®, Cim®, Cepa® Email and Phone Number

Financial Advisor, Principal at Edward Jones & Entrepreneurs Best Friend: Dreaming Big, Connecting Positive People & Resources @ Edward Jones
st. louis, missouri, united states
Stuart Mcconnachie, Cfp®, Cim®, Cepa®'s Location
Canada, Canada
Stuart Mcconnachie, Cfp®, Cim®, Cepa®'s Contact Details

Stuart Mcconnachie, Cfp®, Cim®, Cepa® work email

Stuart Mcconnachie, Cfp®, Cim®, Cepa® personal email

About Stuart Mcconnachie, Cfp®, Cim®, Cepa®

You are an entrepreneur or executive taking your business from success to significance while balancing the importance you place on family time. You have worked hard and sacrificed because you are motivated by more than self and recognize the power of knowing your why. Don't you deserve to partner with a financial advisor that is experienced in supporting business owners that are planning and executing fruitful business transitions and achieving their retirement, family, and philanthropic goals?As a Financial Advisor and Principal at Edward Jones it is my privilege to invest my time to understand what you are working toward and what is truly important to you before you invest your money. I practice complete wealth strategies, which is the combination of investment consulting, strategic planning, and professional relationship management to develop a personalized, holistic financial strategy that includes preparing for the unexpected.We work predominantly with entrepreneurs and professionals that have families. Most desire a fruitful exit or transition of their businesses as part of their retirement strategy. Like many of our clients, I am a business owner and live in the Sea to Sky with my family.I have been a financial advisor with Edward Jones since 2010 while pursuing continuous learning. I have earned the Certified Exit Planning Advisor®, Certified Financial Planner® and Chartered Investment Manager® designations. I attended the University of British Columbia’s Sauder School of Business and graduated a member of the Golden Key International Honour Society with a Bachelor of Commerce Degree. I also hold a Post Graduate Diploma in Real Property Valuation from the Sauder School of Business.My senior branch office administrator, Barbara Champagne, has been with me since 2012 and provides you with the highest level of service possible. Please don’t hesitate to call her for administrative questions regarding your investment and insurance statements, or your account in general.I look forward to the opportunity to meet you.

Stuart Mcconnachie, Cfp®, Cim®, Cepa®'s Current Company Details
Edward Jones

Edward Jones

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Financial Advisor, Principal at Edward Jones & Entrepreneurs Best Friend: Dreaming Big, Connecting Positive People & Resources
st. louis, missouri, united states
Website:
edwardjones.com
Employees:
35357
Stuart Mcconnachie, Cfp®, Cim®, Cepa® Work Experience Details
  • Edward Jones
    Financial Advisor
    Edward Jones Nov 2010 - Present
    Whistler, Bc
    Edward Jones is a full service brokerage firm.
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  • Bc Assessment
    Commercial Real Estate Appraiser
    Bc Assessment May 2008 - Nov 2010
    Supported the assessment function by valuing retail, office, and income apartment property types, including auditing and defending values at the Property Assessment Appeal Panel (PARP) and the Property Assessment Appeal Board (PAAB) in British Columbia. Portfolio of properties included over $2 Billion worth of commercial improvements and land located from west of Ontario Street to Burrard Street, south of downtown in Vancouver, British Columbia. The portfolio consisted of properties ranging in value from around $1 million to $340 million and included some high profile areas such as Cambie Street, South Granville, and Broadway West.Specific Tasks and AccountabilitiesRoll PreparationAchievements:Completed complex appraisal assignments including unique property types such as Heritage Properties, Airspace Parcels, Contaminated Sites, and some Olympic Venues.Participated in some high profile reassessment projects to enhance the quality of assessments. This included two high profile projects: the city wide Heritage Re-costing Project, and a major reassessment along the Broadway Corridor, Cambie Street and West 4th .Successfully navigated roll preparation deadlines to produce 2 high quality assessment rolls which is displayed through less successful appeals of assessments to the second appeal level, and improved accuracy of property valuations displayed through tighter assessment to sales ratios (ASR)-97% ASR Goal was achieved.Aggressively collected and analyzed new Leases-established improved proof of valuations.Implementing new appraisal data collection methods and guided colleagues; , Value BC Map ViewerKey Experiences / Knowledge Gained:Knowledge of the following zoning guidelines: C3A, C2C, C2, C1, numerous CD(1)sUptown Broadway C3A no residential ZoneHeritage Density Transfers and Vancouver Municipal Heritage GuidelinesMarshal & Swift CostingAudit and Quality Assurance:
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  • Raymond James
    Assistant
    Raymond James Jan 2006 - May 2008
    Responsible for Marketing and maintaining the finance teams website. Also, I was involved in many other facets of the business from helping to create portfolio reviews to updating client account forms. A large portion of the maintenance of the site required me to research many investments and post information about them on the website. Some of these investments that I was entrusted to research included 13 Real Estate Investment Trusts and a broad group of companies from technology stocks to resource stocks.
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Stuart Mcconnachie, Cfp®, Cim®, Cepa® Skills

Certified Financial Planner

Stuart Mcconnachie, Cfp®, Cim®, Cepa® Education Details

Frequently Asked Questions about Stuart Mcconnachie, Cfp®, Cim®, Cepa®

What company does Stuart Mcconnachie, Cfp®, Cim®, Cepa® work for?

Stuart Mcconnachie, Cfp®, Cim®, Cepa® works for Edward Jones

What is Stuart Mcconnachie, Cfp®, Cim®, Cepa®'s role at the current company?

Stuart Mcconnachie, Cfp®, Cim®, Cepa®'s current role is Financial Advisor, Principal at Edward Jones & Entrepreneurs Best Friend: Dreaming Big, Connecting Positive People & Resources.

What is Stuart Mcconnachie, Cfp®, Cim®, Cepa®'s email address?

Stuart Mcconnachie, Cfp®, Cim®, Cepa®'s email address is st****@****ail.com

What schools did Stuart Mcconnachie, Cfp®, Cim®, Cepa® attend?

Stuart Mcconnachie, Cfp®, Cim®, Cepa® attended Ubc Sauder School Of Business, Ubc Sauder School Of Business, Dubrulle International Culinary & Hotel Institute Of Canada.

What are some of Stuart Mcconnachie, Cfp®, Cim®, Cepa®'s interests?

Stuart Mcconnachie, Cfp®, Cim®, Cepa® has interest in New Technology, Investing, Outdoor Sports, Hockey, Food.

What skills is Stuart Mcconnachie, Cfp®, Cim®, Cepa® known for?

Stuart Mcconnachie, Cfp®, Cim®, Cepa® has skills like Certified Financial Planner.

Who are Stuart Mcconnachie, Cfp®, Cim®, Cepa®'s colleagues?

Stuart Mcconnachie, Cfp®, Cim®, Cepa®'s colleagues are Raaul David, Norm Eaker, Sheila Feille, Nathan Neal, Darcy Jorgensen, Nico Ditges, Douglas White,cfp®, Chfc®.

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