Quinte West – Yvonne Weatherell and Christian Jaehn-Kreibaum, both independent advisors with Raymond James Ltd, have shared an office in Quinte West since 2009. As the business grew, they needed more space and opened their new office in Batawa, as it provided the right set up for what they were looking for. Modern offices, which are nicely situated between both Frankford and Trenton.
Yvonne Weatherell CCS has worked in the financial industry for over 30 years, most of that in the Quinte area. Seeing the need for diversification in the marketplace from banks and other firms, Raymond James Ltd -Yvonne Weatherell provides financial services to their community and clients. The business is a full-service financial firm guiding investment choices, retirement, and financial planning needs, as well as insurance advice. Other services include educating clients on their investment choices, structuring portfolios to create cash flow during retirement and providing clients with tax efficient strategies.
“I have always loved what I do, but I love it more when I can help my clients achieve their financial goals and needs,” says Weatherell. “Being a full-service advisor, I can guide my clients in the direction that suits their needs, and we can always look at changes when life changes.”
Christian Jaehn-Kreibaum CFP, CCS moved his office in 2009 from Belleville to Trenton and is enjoying serving his clients from his new office in Batawa. “Our main team has worked together for more than 18 years and has multiple licenses in several provinces,” states Jaehn-Kreibaum. As a Certified Financial Planner and Cashflow Specialist he operates a Boutique Financial Planning Practice with external team-members in Ottawa, Toronto, Vancouver as well as Calgary. Working with couples and individuals close to retirement as well as small business owners not yet or soon to be incorporated.
The shared office is located in the Old Batawa Shoe Factory at 58 Plant St., Suite 206, Batawa. You can contact the office by phone at 613-394-8200. Yvonne’s office hours are Monday to Friday, 8:00AM to 4:00PM, with the possibility of appointments being arranged outside of these hours. For more information www.raymondjames.ca/yvonneweatherell/.
Christian’s office hours are Monday-Thursday 8:00 AM to 5:00 PM and Friday 8:00 AM to 3:30PM. For more information you can visit https://www.livingfinancial.ca/ , or LinkedIn https://www.linkedin.com/in/cjaehnkreibaum/
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