Firm thought leaders

Thought Leader In:

• Empathetic Leadership
• Financial Wellness
• Role of Business in Society

"We are guided by our purpose, which is to partner for positive impact, to improve the lives of our clients and colleagues, and together, better our communities and society. It’s an ambitious purpose, and it’s one that is deeply rooted in helping every client and community where we live and work to thrive."

Penny Pennington
Managing Partner

Thought Leader In:

• Serving clients more completely
• Goals-based advice
• Financial advisor leadership
• Advocacy on behalf of the securities industry

"Our clients’ interests always come first, but we can’t properly serve our clients without first taking care of our financial advisors and branch teams. We continue to invest in more ways to listen and learn from them. And, to better serve them, we’re providing new forms of flexibility, autonomy and choice, giving branch teams more options so they can serve our clients as they prefer."

Ken Cella
Branch Development Leader

Thought Leader In:

• Goals-based financial advice
• Living well in retirement
• Empowering and educating female investors
• Leveraging a growth mindset and continuous learning
• High performance teams and talent development

"Canadian families deserve more – a trusted financial advisor that will support them throughout their lives with goals-based advice, quality products and an exceptional client experience."

David Gunn
President, Edward Jones Canada

Thought Leader In:

• Technology investment and transformation
• Digital client experience
• Tech talent recruitment and development

“We are a human-centered organization that is also a technology leader. Our technology tools are designed to enhance the experience we know clients want—to be informed, understood, in control, secure. We are always innovating on behalf of our clients and branch teams.”

Frank LaQuinta
Chief Information Officer

Thought Leader in:

• Learning and talent development
• Associate experience
• Culture and associate well-being
• Diversity, equity and inclusion

"Making a positive impact in the lives of our clients, colleagues and communities starts with the care and support we provide our associates to address their own physical, emotional, financial and social well-being. We believe that by creating a place of belonging and supporting the continuous growth and development of our colleagues, we're creating an environment where everyone has the potential to thrive."

Suzan McDaniel
Chief Human Resources Officer

Thought Leader in:

• Regulatory Landscape
• Legal issues in the financial services industry
• Compliance

"As a leader in the financial services industry, it's critically important that we understand the complex regulatory landscape and maintain our strong culture of compliance. This is another way we live our firm's purpose – to partner for positive impact – and serve our clients."

Lisa Bertain
Interim General Counsel