(A): What services do you offer? 

(M): “At Edward Jones, we’ve designed every aspect of our business model around serving our clients. Our business model is centered on individual financial advisors across Canada and providing me with the tools and technology that I need to grow my practice and deeply serve our clients. We are a purpose-driven organization and our purpose is to partner together for a positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. The financial solutions and services include GICs, bonds, mutual funds, stocks, insurance products such as segregated fund, annuity, life insurance, critical illness insurance, disability insurance, and long-term care insurance. Edward Jones financial advisors follow an established 5 step process to get to know each client’s personal financial and family situation and their goals, to create a customized financial strategy and portfolio, and partner together with our clients for life to help them achieve their life goals. Established business owners, high-income executives, and health care professionals are some of my biggest clients. My target market is the people who respect and value professional financial strategies and advice, and my team helps them save time so that they could focus their energy on the things they love to do and.

On March 14, 2022, we released our fourth annual Purpose, Inclusion and Citizenship Report, “Partnering for Positive Impact”. The report details our work across three impact areas: Partnering for Lasting Financial Strength, Promoting Healthier Futures, and Advancing Inclusive Growth. Through our purpose and partnership for positive impact, we can extend our reach into the thousands of communities we serve, providing access to financial knowledge for our clients and helping people fulfil their purpose and live a life they might not have known were possible. I encourage you to take a closer look at the report as a celebration of where we’ve been and where we’re headed. You may search our managing partner Penny Pennington or follow Edward Jones on LinkedIn. https://bit.ly/3CELNjS.”

(A): What’s your take on the importance of a healthy work culture?

(M): “Culture eats strategy for breakfast” is a famous quote from legendary management consultant Peter Drucker. Culture is a set of core beliefs and values that drive human action and behavior. We can have strategies, laws, and rules to promote equity, however, unless we change our hearts and our beliefs, we will not achieve equity. The challenge is however “how do we change culture?” At Edward Jones we start by looking in the mirror to identify our own unconscious biases, then move on to examine the biases we may have in our organizations and communities. Cultural growth and having an unbiased approach to every person is important to gender equity because it creates the conditions for women to thrive. It is well known that in societies where women thrive, children and families thrive. It’s a healthier ecosystem.”