Edward Jones - Financial Advisor: David J Illingworth, CFP®

Financial Consultant

470 Bronte St. S Ste#210, Milton, ON L9T 2J4

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Reviews for Edward Jones - Financial Advisor: David J Illingworth, CFP®

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  • Dec 2025

    We've worked with David for years and cannot recommend him highly enough. Dave has been instrumental in helping us navigate every major financial decision in our lives - from creating a full financial plan tailored to our goals, to guiding us through the complexities of our home sale when we relocated to the United States.

    What sets Dave apart is his trustworthy, no-pressure approach. He takes the time to truly understand your situation and provides professional guidance without ever making you feel rushed into decisions. Whether we needed advice on investing strategies, restructuring our accounts, or understanding how to handle major life changes, Dave has always...read full review

  • Nov 2025

    David is an extremely professional and very approachable person. We met with him, went over our current and future needs and together we came up with a plan going forward. We have been very happy with his and our investment performance. Part of our requirements involved an inheritance and estate planning going forward. His knowledge of estates and tax planning is excellent. We meet twice a year to review and plan ahead which is always a calm and easy meeting. He listens and applies no pressure. I have recommended David to a number of people and they continue to be very happy with him as well.

Hours

Monday: 9AM - 4PM
Tuesday: 9AM - 4PM
Wednesday: 9AM - 4PM
Thursday: 9AM - 4PM
Friday: 9AM - 4PM
Saturday: ClosedSunday: Closed

Location

470 Bronte St. S Ste#210, Milton

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