Defazio-Campos Financial Services Inc. (Sun Life)
Sun Life affiliated advisors on Ford Road near Bonson offering life and health insurance and retirement planning.
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Financial Advisors
Financial advisory branch on 122A Avenue in Town Centre, helping clients with retirement and investment planning.
Edward Jones runs a branch office at 102-19237 122A Avenue, staffed by financial advisors Diane M. Kirkland and Brad Kirkland. This is a branch of the large national investment and financial planning firm, built on Edward Jones' model of pairing one or two advisors with a dedicated office rather than a large multi advisor floor, which in practice feels more personal than a typical bank branch even though the products and account structures behind it are set by a national firm. The Kirklands work with clients on retirement planning, investment portfolios, and the broader financial picture that comes with saving for the long term in a city where housing costs have climbed steeply over the past decade.
The branch operates under Edward Jones' national compliance and investment framework, so it offers the kind of standardized account options, research, and fee structures common to the industry, while the day to day relationship still runs through Diane and Brad directly rather than a call centre. The 122A Avenue location sits within the Town Centre area, an easy stop for residents already dealing with nearby banks or professional offices. Anyone considering a financial advisor for the first time, or comparing options after moving to Pitt Meadows, should book an introductory meeting to go over fee structures and account minimums directly, since those details are set at the corporate level and worth understanding clearly before committing money to any advisor, chain affiliated or not.
In the Town Centre neighbourhood of Pitt Meadows.
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Sun Life affiliated advisors on Ford Road near Bonson offering life and health insurance and retirement planning.
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