Building strong, lasting partnerships
Jody Coenjarts understands that serving clients' investment needs begins with building strong, lasting partnerships. He focuses on listening to his clients because he believes everyone's needs and goals for the future are unique. The Coenjarts Wealth Advisory Group is here to ensure clients' investments remain suitable for their objectives throughout changing personal and market conditions.
Mission Statement
The Coenjarts Wealth Advisory Group is committed to helping you achieve your retirement fulfillment. At its core, retirement fulfillment starts with creating opportunities to have choices in retirement – choices to play, to work and/or to learn. Jody and his team are here to provide guidance, discipline and partnership to create a financial roadmap that fits your retirement vision. This begins with a diverse set of retirement income options. A significant change for many retirees is the shift from receiving one paycheque to receiving income from multiple sources. We will help create a plan to achieve your desired retirement lifestyle.
Services
Offering a wide range of investment services, Jody is committed to helping you achieve your financial goals. Specializing in income strategies, we work with clients to design investment portfolios to meet their individual needs. We offer an array of investment alternatives tailored to the needs of each individual investor including: tax-efficient investing; retirement income planning; option strategies; stocks; GIC and mutual funds.
Whether you need investment advice or income strategies, Jody and his team will put you – and your needs – first. Jody makes it an essential part of his business to meet regularly with his clients, and keep them up to date with economic trends and their portfolio status.
Education/Experience
Jody graduated from the University of Western Ontario in 1998 with a Bachelor of Arts in Economics. A firm believer in continuing education, Jody enhances his experience by continuing to enroll in various Canadian Securities Institute courses. He joined Raymond James Ltd in 2002 and is dedicated to being a trusted professional advisor to his clients.
