Edward Jones - Financial Advisor Raquel Austin
Investments & Wealth Strategies | Retirement Plans | Business Owner Considerations | Estates & Legacy Planning As a financial advisor, understanding what is most important to you allows me to tailor unique strategies to achieve your goals while balancing the other needs in your life. I want to help you not only set up a plan but feel confident you're on track each step of the way. If you'd appreci
07/08/2026
Your industry knowledge and experience has prepared you for a career as a financial advisor.
Join us at our next Financial Advisor Opportunity webinar to learn how your experience ā combined with our training and support programs ā could lead to success as a financial advisor.
https://bit.ly/4vk22Ne
07/02/2026
A comprehensive financial plan is about more than investing. It considers the many factors that work together to support the life you want to build.
š¹ Financial management: saving, borrowing and managing debt.
š¹ Asset management: investing with purpose to help build your wealth
š¹ Tax considerations: exploring opportunities to reduce or defer taxes
š¹ Retirement planning: preparing for financial security throughout retirement
š¹ Risk management: protecting against unexpected events
š¹ Estate planning: planning for wealth transfer and legacy
š¹ Business planning: aligning business and personal financial goals
The most effective plans don't look at these areas in isolation. They work together to support the life you want to build.
Interested in a more comprehensive approach to your financial future? Let's connect.
Investing versus financial planning Investments are tools. A financial plan is the blueprint. Together, they help you build and experience the life you want.
Click here to claim your Sponsored Listing.
Category
Contact the business
Telephone
Address
1513 Mayor Magrath Drive S
Lethbridge, AB
T1K2R4
Opening Hours
| Monday | 8:30am - 4:30pm |
| Tuesday | 8:30am - 4:30pm |
| Wednesday | 8:30am - 4:30pm |
| Thursday | 8:30am - 4:30pm |
| Friday | 8:30am - 4:30pm |