Debora Trevisan
Financial Advisor at Edward Jones
Based in Kelowna, Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Kelowna
Industry
Financial Services
Company size
46K
Contact information
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d•••••••@edwardjones.com
Phone
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Background
About Debora Trevisan
Since 2013, I’ve had the privilege of assisting both personal and business clients at two of Canada’s largest banks. In April 2022, I joined Edward Jones as a financial advisor—a decision driven by my desire to serve clients in a truly client-first environment.Whether you're building your wealth or planning your legacy, as a Financial Advisor holding the CERTIFIED FINANCIAL PLANNER® designation, I take pride in offering unbiased, unrushed advice, tailored wealth strategies and protection solutions, with the highest level of personalized service.Areas of focus:• Comprehensive Financial and Estate Strategies • Retirement and Education Strategies • Intergenerational Wealth Transfer • Business Owner Considerations• Divorce FinancesOur purpose is to partner for positive impact—to improve the lives of our clients, colleagues, and together, better our communities and society.I look forward to welcoming you to our office in Kelowna’s Lower Mission or meeting you virtually at your convenience.Contact InformationName: Debora Trevisan, CFP® Bus. 250-764-7088Email: debora.trevisan@edwardjones.com Website: instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
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