Stuart McConnachie CFP®, CIM®, CEPA®

Wealth Manager and Certified Exit Planning Advisor specialized in supporting Small Business Owners that want to have a fruitful exit or transition as part of their retirement strategy

We practice Human Centered Complete Wealth Management with a specialization in supporting Small Business Owner Clients. Working predominately with Small Business Owners through a Financial Planning and Wealth Management lens gives a unique perspective. As part of of our process we collaborate with your existing professionals or are able to connect you with the right partners to get the most value out of your transition plan. We support clients in the 3 critical activities that need to be present for a successful exit: Personal Readiness, Financial Readiness, and Business Readiness.

• Sub Headline:

  Wealth Manager and Certified Exit Planning Advisor specialized in supporting Small Business Owners that want to have a fruitful exit or transition as part of their retirement strategy

• Business Logo:
• Address: 201-1200 Alpha Lake Rd, Whistler, BC V0N 1B1
• City: Whistler
• Phone Number: 6049054645
• Business Email: stuart.mcconnachie@edwardjones.com
• Facebook: https://www.facebook.com/ejadvisorStuartMcConnachie
• Website: https://www.edwardjones.ca/ca-en/financial-advisor/stuart-mcconnachie
• Do you have a Google Business listing?: ChIJN-W_KlM9h1QREZQ5EzNufkc
• Monday Open: 08:00
• Monday Close: 16:00
• Tuesday Open: 08:00
• Tuesday Close: 16:00
• Wednesday Open: 08:00
• Wednesday Close: 16:00
• Thursday Open: 08:00
• Thursday Close: 16:00
• Friday Open: 08:00
• Friday Close: 16:00
• Are your hours of operation currently affected by COVID-19?: No
• Offer Delivery: N/A
• Curbside Pickup: N/A
• Wheelchair Accessible: Yes
• Valid From:
• Valid to:
• How many employees does your business employ (including owners)?: 3