Basic Information
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Company
Edward Jones -
Phone
705 728-4500 -
Mobile phone
647 242-9322 -
Email
paula.lord@edwardjones.com -
What is your "why"? Why do you do what you do?
I'm passionate about helping people make their financial lives better. I provide the answers to your questions so that you can make informed, financially sound decisions. -
About me
My career in the Financial Services industry re-started in 2018 after having worked in the industry on Bay St in the early part of my career. I have always been interested in helping others achieve their financial goals and sharing my knowledge.
I attended Brock University and graduated with an Honors Degree in Business and Economics. I pride myself on the fact that I put myself through post secondary school, while also working part time. I have a wonderful daughter who graduated from Queens University and is currently working as an RN. I also have 3 terrific step children who also all completed their University Degrees.
I have lived in the Barrie/Simcoe County area since 2013 and enjoy boating on Lake Simcoe with my husband and family. -
Profession
Financial Advisor -
Title
Financial Advisor, DFSA -
Hobbies and interest
Boating, Travel, spending time with friends and family -
Website
www.edwardjones.ca/paula-lord -
Unique Selling Proposition
I want to understand what's important to you.
We'll use an established process to build personalized strategies to help you achieve your goals.
We will partner together throughout your life to help you keep on track.
Contact Information
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City / Town
Barrie -
State
Ontario -
Zip
L4N 9J7 -
Country
Canada -
Special offers to the group
20% savings in Management Fees for Guided Portfolios for group members and referrals -
Facebook Business Page URL
www.facebook.com/Paula.Lord1edwardjones -
LinkedIn Profile
linkedin.com/in/paulalord
Education
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College / University
Brock University -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
- do you value Financial Advice from an experienced professional?
- are you interested in getting a 2nd opinion on your Investments?
- are you concerned about if and when you can retire? -
Describe How You Would Like To Be Introduced Via Email
I would like to introduce you to Paula Lord with Edward Jones. Paula's primary goal is to help individual investors and small business owners develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child's education, tax considerations or plan for retirement. She can be reached at (705) 728-4500, cell (647) 242-9322 or paula.lord@edwardjones.com.