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  1. Business directory
  2. BC
  3. Kelowna
  4. Financial Advisors
  5. Bora Milekic, Financial Advisor, Edward Jones

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Bora Milekic, Financial Advisor, Edward Jones PROFILE.logo

Bora Milekic, Financial Advisor, Edward Jones

108 - 437 Glenmore Road,  Kelowna,  BC    V1V 1Y5
Today: By appointment
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  • Call 250-861-4971
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Business details

Description

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service. But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

Certifications and associations

BBA Economics, FPSC Level 1, IIROC Licensed, BC Life and Accident and Illness Insurance, Canadian Securities Course, Wealth Management Essentials Course

Categories

  • Financial Advisors

Language options

  • English

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Business hours

  1. Saturday By appointment
  2. Sunday Closed
  3. Monday 8:30 AM - 5:00 PM
  4. Tuesday 8:30 AM - 5:00 PM
  5. Wednesday 8:30 AM - 5:00 PM
  6. Thursday 8:30 AM - 5:00 PM
  7. Friday 8:30 AM - 5:00 PM

Additional contact

  • Email bora.milekic@edwardjones.com

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