Edward Jones - Financial Advisor Raquel Austin

Edward Jones - Financial Advisor Raquel Austin

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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 – combined with our training and support programs – could lead to success as a financial advisor.

https://bit.ly/4vk22Ne

Investing versus financial planning 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.

šŸ”¹ Financial management: saving, borrowing and managing debt.
šŸ”¹ Asset management: investing with purpose to help build your wealth
šŸ”¹ Tax considerations: exploring opportunities to reduce or defer taxes
šŸ”¹ Retirement planning: preparing for financial security throughout retirement
šŸ”¹ Risk management: protecting against unexpected events
šŸ”¹ Estate planning: planning for wealth transfer and legacy
šŸ”¹ 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.

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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