Edward Van Der KooiCFP®, CIM®

Investment Advisor

Investing since the age of 15 Ed has learned many valuable lessons that he shares with his clients. “You name an investment vehicle, I probably have bought it, played it, sold it…. some times with success and other times not so much … that’s what I bring to my clients…. real life experiences”. “My clients benefit from me having skin in the game as I often hold the same investments right along with my clients. This ensures I’m paying attention”.

During Ed’s 35 + years of experiences, he has worked along-side many professional mentors and advisors. And since 1994 Ed has guided his clients through the complex maze of investment advice and always is cognizant of taxation consequences.

Ed is a financial coach for his clients, helping them set goals, manage their challenges and opportunities and matching their ‘life needs’ to their financial resources. He helps busy entrepreneurs, successful individuals and their families achieve their financial dreams by focusing on what really matter most to them.

Ed understands the unique challenges facing today’s business owners and has developed a proven method that provides clients with laser focus on their personal financial planning.

Ed, with his wife Jackie and their three boys, live in St. Catharines. He believes that you have to find a balance between family, friends, business and your community. As a busy father of three teenagers, Ed is involved in minor sports coaching, an executive member of the Niagara Business Builders Club (non-profit), volunteer of the ‘Out of the Cold” program, member of the St. Catharines Mayor invitational golf tournament in support of local charities, a supporter of Niagara Children’s Center and a member of St. Alfred’s Catholic Church to name a few of his after work activities.

When Ed is not in his office or involved in his community, you may find he’s up north fishing with his boys or a friend….. enjoying the great outdoors.

 

Insurance products available through Edward Van Der Kooi.