Invest with the best. When it comes to investing your hard-earned money, you want to make sure you’re putting it in the hands of dedicated and knowledgeable professionals who will manage it like it’s their own… and treat you like an individual.
That’s where Squamish financial advisor Mike Nasu comes in.
“What I do is deliver an ideal client experience by understanding their needs through personalized client service, carefully chosen quality investments and a proven investment philosophy,” said Nasu. “I find out what is really important to my clients and help them plan and prepare for the expected and unexpected.”
Nasu’s Squamish practice is part of the larger Edward Jones investment firm, ranked “Highest in Investor Satisfaction with Full Service Brokerage Firms” for the second year in a row, according to a J.D. Power 2014 Canadian Full Service Investor Satisfaction Study published this year.
“I joined Edward Jones because the firm’s values and culture were inline with my own personal investing philosophy,” he said. “Edward Jones believes in having their branch offices located directly in the local communities they serve. The business model appealed to me.”
Nasu explained that the Edward Jones philosophy is all about personal relationships with clients.
“Edward Jones is focused on only one thing – serving the serious, long-term individual investor,” he said. “We are committed to a long term investment philosophy that emphasizes quality and diversification. Relationships are key, and in our view, meeting face to face builds strong relationships.”
That ideal is also key to Nasu’s success in a small town like Squamish.
“When you call the office, you will not get a bunch of telephone prompts to get hold of us. You will speak directly to my Senior Branch Office Administrator Sandy or myself directly to address any concerns,” he said. “Sandy has been with me from the beginning and knows the clients intimately.”
Nasu emphasized that at Edward Jones, you are treated like an individual, with your own unique needs.
“At Edward Jones, we believe our business is personal,” he said. “I look at your individual needs first so we can develop a strategy to help you achieve your long term financial goals. My clients can expect personalized service and long-term investing strategies instead of the latest investment fads.”
But he doesn’t do it all alone.
“Along with my two administrative assistants – I am supported by a wide array of specialists from tax, estate, investment and insurance professionals,” he said.
“I find out what is really important to my clients and help them plan and prepare for the expected and unexpected.”
And Nasu doesn’t just help the Squamish community with its investment and financial needs.
“I have been active in the community with my involvement with the Squamish Rotary club since 2005,” he said. “With Rotary, I have been the sergeant-at-arms and membership chair and more recently served as Club President during 2013/14. During my tenure as Rotary president, my focus was on supporting and raising awareness for the Squamish Hospice Society. I also am active in the local martial arts community and coaching children in Brazilian Jiu-jitsu. Being with the firm has allowed me the time to volunteer and really give back to the community that I live and work in.”
In the end, it’s about being a valuable part of Squamish and integral to the success of its hard-working residents.
“I enjoy meeting new people, and helping my clients and their families achieve their goals,” he said. “It’s about earning their trust.”
Edward Jones, its employees and Edward Jones financial advisors cannot provide tax or legal advice. You should consult a qualified tax specialist or lawyer for professional advice regarding your specific situation.
Member – Canadian Investor Protection Fund.
Edward Jones received the highest numerical score among full service brokerage firms in the proprietary J.D. Power 2013-2014 Canadian Full Service Investor Satisfaction StudiesSM. 2014 study based on 4,623 total responses measuring 13 brokerage firms and measures opinions of investors who used full-service investment institutions. Proprietary study results are based on experiences and perceptions of consumers surveyed May-June 2014. Your experiences may vary. Visit jdpower.com.