Product & Service Offerings

All aspects of running your business - from the location of your office to the investments and services you offer - are aligned to help you better understand and serve every client’s unique needs.

We believe in looking at the long-term
At Edward Jones there are no proprietary products to sell. We are committed to a long-term philosophy that emphasizes quality and diversification. Here, you will be focused on one client, the serious long-term investor. Our clients aren’t interested in the latest fads or in gambling with their money and would rather interact with an actual person instead of a call centre or a Web site.

We believe that building long-term relationships with our clients is key to serving their needs. Whether it's in the United States, or through our affiliates in Canada, or the United Kingdom, we're located in the communities where investors live and work. We believe that's the best way to get to know them and provide the investments and advice they need to help them reach their financial goals.

Well-positioned for success
As a firm serving individual investors exclusively, we are well-positioned to help individuals heading toward retirement. At Edward Jones, you will advise clients in long-term investing strategies including:

Retirement

  • RRSPs and retirement saving plans for individuals and businesses

Education

  • RESPs Save and invest on a tax-advantaged basis in order to fund future college and graduate school expenses of a child or other beneficiary.
  • In Trust Accounts Ideal for investors wishing to make a gift, in the form of securities or cash, to a minor.

Investments

Mutual Funds

Annuities

Banking Services

  • From chequing and saving options to how clients manage their credit and everyday spending to home financing solutions

Insurance

  • Helping clients protect themselves with life insurance, long-term care insurance, and long-term disability. (hyperlinks above to launch in new window)

The conviction to say no
Oftentimes our investment philosophy is characterized by what we won't do as much as by what we will do. We are not afraid to say no to the following if it means helping our clients’ develop a strategy for financial security:

Penny Stocks

  • Instead of gambling with these high-risk vehicles, our goal is to invest in quality investments and hold them for the long-term.

Young, unproven companies

  • Stable companies with proven track records are the ones that we feel most confident recommending to our clients.

Timing the market

  • We feel that trying to time the market to make a fast buck is gambling, not investing.

Online trading
We want our clients to invest, not trade. In too many cases, online trading encourages frequent trading and rash decision making. It's been proven to us time and again that a long-term investment strategy is one of the soundest ways to help achieve financial goals.

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Why Edward Jones?

If you think Edward Jones is like every other large investment firm, think again.

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