Investment Specialist


I'm located at
1199 Cedar Ave
Trail, BC

Ph:  250.368.2715
Email me

Courtenay Jones

Peace of mind.  What does it mean to you?  Is it good health, happy relationships, spiritual wellness or maybe, something that simply makes you feel good?   I believe that financial peace of mind takes much of the stress out of living.  This helps improve health, relationships, spiritual wellness, and, again, simply makes you feel good.

As a child, I had an instinctive understanding of how to save and how to spend money.  As an adult my insight became more acute so that I now possess a passion for investing.  I have both studied and practiced wise planning and investment strategies.

Growing up in the Kootenays and now raising my beautiful family here has given me a love for this area and what it offers.  I have worked at Kootenay Savings for 10 years and have held a variety of positions.  Education is important to me; I have taken numerous financial courses and will continue learning in the years to come.
 
As a Kootenay Savings Investment Specialist, I can provide you with excellent financial advice. To achieve this, we will develop a lasting relationship, always aware of our ultimate goal: peace of mind.

 

Mutual Funds are offered through Qtrade Asset Management Inc. Member MFDA