Specialties: The Edgell Wealth Management Team We are a unique family business that has been providing personal wealth management, in a tax aware environment for 46 years.
John R. Edgell, FCSI Senior Investment Advisor, Portfolio Manager
John Edgell is a Senior Investment Advisor with over 35 years of experience. He recently celebrated his 25th anniversary with BMO Nesbitt Burns. John is a licensed Portfolio Manager - a Senior Investment Advisor specially licensed to manage investments on a discretionary basis. Our clients who employ John's Portfolio Manager status rely on him to handle the day-to-day investing of their portfolios and to provide the close, personal attention that comes with having a direct relationship with their money manager.
John has had a long and distinguished career and has been recognized twice for his consistent and conservative investment advice by the Investment Dealers Association through their Annual Program of Distinction. The Program of Distinction honours Investment prosfessionals who display superior customer service and those who have contributed to the industry and their local community.
John is active in the community through his membership in the Rotary Club of Oak Bay and the Royal Victoria Yacht Club. He is passionate about travelling with his wife Linda and spending time with his three grown children and two grandchildren.
John says, "If there is one word which I hope is synonymous with me, it is integrity. Every aspect of my personal life and business career has been guided by the principal of doing my very best for everyone involved."
Alexandra (Ali) E. Edgell, FCSI, CIM Wealth Advisor, Associate Portfolio Manager Ali Edgell has been in the investment industry for the past eleven years and has benefited from the focused mentorship of John for the past eight years. Ali has also achieved the senior designation of Fellow of the Canadian Securities Insitute (FCSI), the industry's highest mark of distinction. Representing individual integrity and absolute professionalism, the FSCI designation is reserved for financial professionals who have met stringent standards for advanced education, experience and ethical conduct. Ali is a Canadian Investment Manager and a Level II licensed Life Insurance Agent. She has also completed the Professional Financial Planning Course giving her the ability to offer full financial planning services to our clients. Furthermore, Ali is a licensed Associate Portfolio Manager and is also able to act with discretion for those clients requiring this service.
Ali works outside the office with various local charitable organizations and she and her husband, Paul, lead active lives with their energetic, black Labrador retreiver, Nikita. Ali is a member of the Capital Comets Dog Sports Club and has competed with Nikki in numerous NAFA sanctioned flyball tournaments and non-competitive agility. In addition, Ali and Nikki have applied for the St. John's Ambulance Therapy Dog Program. Paul and Ali live in a 1908 character home that they have lovingly redesigned and renovated. They were recently recognized for their efforts when their home was featured in the Young Life Victoria Home Tour.
Ali says, "My business background is quite unique and I believe that I am extremely fortunate to be the recipient of the focused mentorship of my business partner father. I believe that our clients can and will continue to benefit from the knowledge, advice, expertise and values that he has instilled in me. That knowledge combined with my systematic and disciplined approach to wealth management makes me passionate about helping our clients meet their lifestyle objectives."
Jody L. Reedeker, FMA Associate Investment Advisor, Administrative Assistant
Jody Reedeker handles all client service matters and manages the administrative area of the business. With over ten years of office management experience, including six years of industry related experience, Jody provides our clients with superior service in an accurate, timely and personal fashion.
Jody has recently attended our BMO Nesbitt Burns Associate Investment Advisor four week training program which now enables her to work more closely with our clients, with respect to investment advice and financial planning issues. Jody can also help you access BMO Nesbitt Burn's top ranked research.**
In addition, Jody has successfully completed the Professional Financial Planning Course and is fully licensed to execute trades. Jody has also completed the Wealth Management Techniques Course which has led to the Financial Management Advisor designation through the Canadian Securities Institute.
Jody is busy outside the office and active in the community with her role on the Victoria Marine Rescue Society's Board of Directors. She also volunteers on an active marine search and rescue crew for Unit 35 Victoria's Coastguard Auxiliary. In her spare time she enjoys challenging her belts in woman's kickboxing and playing squash.
Chris Canavan started his career over ten years ago working with one of Maritime Life's top Canadian distributors. In 1998 Chris accepted a position in Montreal with a National distributor as an Advanced Marketing Consultant. He worked with brokers developing Tax and Estate planning strategies for high net worth clients. As a result of his success in this area, Chris was often invited to speak at Tax and Estate seminars in Quebec and Ontario.
As a self-driven and energetic professional with extensive and broad-based experience in the insurance industry, he has an innate ability to identify needs and offer creative and effective solutions to our clients, resulting in adequately protecting their assets and minimizing tax liabilities.
His commitment to work with our clients at all stages in their life has warranted Chris the reputation as one of the most sought after specialists in our financial industry.
Deidre Smith is a graduate of Simon Fraser University and entered the financial industry in 1991 with a fee-based Financial Planning company. In 1995 she joined Royal Trust where she specialized in Estate Planning, completing Will reviews and selling Executor and Trustee services. She has provided seminars to the general public on areas of Financial Planning, Estate Planning, and Will Planning. In 1999 she moved to a bank-owned securities firm providing Financial Planning and insurance solutions to clients. For the last two and half years she has been working for a private business college, teaching the insurance licensing course to investment professionals.
"We believe that our commitment to a long-term, consultative relationship with our clients and our conservative, disciplined, time-tested wealth management process provides our clients with peace of mind".
"Our Mission is to help our client's achieve their financial objectives through prudent, ethical and consistent wealth management guidance - preserving and enhancing capital with customized strategies and superior service."
We work with affluent, mostly retired individuals and their families. These clients appreciate our very personalized, conservative and informative management style. Our clients give us the ultimate compliment by recommending our wealth management services to their friends and family. Referrals are the primary way that we expand our business and we can proudly share written testimonials from existing clients.
1The comments included in the publication are not intended to be a definitive analysis of tax law: The comments contained herein are general in nature and professional advice regarding an individual’s particular tax position should be attained in respect of any person’s specific circumstances.
2All insurance products and advice are offered through BMO Nesbitt Burns Financial Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors.
3Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2008 Report.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.
Market Watch
Last Updated
November 21, 2009 00:50 EST
Last
Change
TSX Comp
11,579.33
-20.97
S&P/TSX 60
688.99
-1.59
DJIA
10,318.16
-14.28
S&P 500
1,091.38
-3.52
NASDAQ
2,146.04
-10.78
Nikkei 225
9,497.68
-51.79
TSX Vent
1,408.06
7.12
Hang Seng
22,455.84
-187.32
$CAD
93.4800
-0.5400
London Gold
1,140.00
4.50
WTI Oil Spot
76.72
-0.74
Source: SunGard PowerData
"Our unique family business provides our clients and their families with the peace of mind that comes from working with a dedicated team committed to continuity of service and advice."
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