“I take care to build enduring, trusting relationships with my clients. By investing the time to truly understand their current financial situation and their desired future goals, I can strive to ensure that their priorities stay on track, no matter what life may bring.”
Having been with BlueShore Financial since 2017, Eddie is experienced in tending to clients’ unique individual needs. His ability to assess the effects of external factors on their financial plans is supported by his passion to see his clients mature in their financial wellness journey. Through clear communication, Eddie presents optimal strategies that not only help clients work toward achieving their financial goals, but also allows them to increase their own financial literacy.
Eddie has obtained his Certified Financial Planner® designation and is strongly equipped to provide clients with expert advice on a range of matters including mortgages, lending, cash and debt management and retirement planning.
Learn more about the value of working with a financial advisor.
† Mutual funds are offered through Credential Asset Management Inc.
Insurance services provided by BlueShore Wealth.