Product & Service Offerings

Our Investment Philosophy
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 is no pressure to offer proprietary products. 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, 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 the 77 million individuals – the baby boom generation – heading toward retirement. At Edward Jones, you will advise clients in long-term investing strategies including:

Retirement

RRSPs for individuals and businesses

Education

RESP
Save and invest on a tax-advantaged basis in order to fund future college and graduate school expenses of a child or other beneficiary.

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, critical illness and long-term disability.

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 to protect our clients’ financial security:

Penny Stocks, Options & Commodities

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.

Insurance and annutities are offered by Edward Jones Insurance Agency (except in Quebec). In Quebec, insurance and annuities are offered by Edward Jones Insurance Agency (Quebec) Inc. Member CIPF.

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Why Edward Jones?

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