Profile saved Oct 20

Robert Gaglia

Financial Advisor, Edward Jones

Woodbridge, Ontario

Call (905) 264-1334 Send a message Visit website

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About

Robert Gaglia is an Edward Jones financial advisor in Woodbridge, within Vaughan. His biography records becoming an advisor with the firm in 2005 and being part of the Woodbridge community since 1992. He and his wife have two adult children. His approach includes working with the client’s accountant, lawyer and other trusted professionals to develop financial and retirement strategies. He also describes the financial needs of business owners and their business teams, with ongoing reviews as priorities and circumstances change. His listed focus areas include wealth strategies, retirement savings and income, protection, business retirement plans, and estate and legacy strategies. His volunteered interests include travel, cooking, music, hockey and painting. The published office is at 205 Marycroft Avenue, Unit 8, Woodbridge, Ontario L4L 5X7. Contact the branch at (905) 264-1334 or use the advisor’s own message form. Mention Robert Gaglia and the broad topic you want to discuss, and confirm the current service scope, fees and appointment arrangements.

Services

Financial & mortgage advice

Services offered

Retirement savings and income strategies
You can contact Robert Gaglia about retirement savings and income strategies. A typical assignment starts with the records or requirements involved and a clear account of the decision or document you need.
Estate, legacy and intergenerational strategies
You can contact Robert Gaglia about estate, legacy and intergenerational strategies. A typical assignment starts with the records or requirements involved and a clear account of the decision or document you need.
Financial strategies for business owners
You can contact Robert Gaglia about financial strategies for business owners. A typical assignment starts with the records or requirements involved and a clear account of the decision or document you need.

Profile details

As listed when the profile was saved.

Office: Edward Jones, 205 Marycroft Avenue, Unit 8, Woodbridge, Ontario L4L 5X7.
Published branch support: Maria Mavridis, Senior Branch Office Administrator; Isabel Paquet, Branch Office Administrator.
Individual focus areas: Wealth strategies; Retirement savings strategies; Wealth protection strategies; Retirement income strategies; Business retirement plans; Estate and legacy strategies.
Published interests: Traveling; Cooking; Music; Hockey; Painting.
Published office hours: Mon By Appointment Only Tue By Appointment Only Wed By Appointment Only Thu By Appointment Only Fri By Appointment Only Sat Closed Sun Closed. Confirm current appointments with the branch.
Service area: Based in Woodbridge, serving Vaughan.
Contact: Contact the shared clinic or office and mention Robert Gaglia.