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Phoenix Hu, Financial Advisor

FINANCIAL ADVISOR
Phoenix Hu

CFP®
530-8 Avenue SW, Suite 1320, Calgary, AB T2P 3S8opens in a new window
CallSend Me a Message

Focus Areas

  • Estate and legacy strategies
  • Retirement income strategies
  • Business owner considerations
  • Retirement savings strategies
  • Wealth protection strategies

About Phoenix

Since 2008, I’ve had the privilege of working with clients who not only trust me as their financial advisor - they also think of me as the unofficial chief controller for their personal and business finances.

As an Edward Jones advisor, I help individuals, couples, families and business owners achieve their financial goals with clarity and confidence. While I help clients at every stage of life, my approach emphasizes strategies for wealth accumulation, preparing for and enjoying a fulfilling retirement, and wealth transfer - with tax efficiency built into the plan at every step.

Often, my clients have a high...

Work History

  • Edward JonesAugust 2008 to Current

Personal Interests

  • Golfing
  • Traveling
  • Culinary Arts
  • Social Responsibility
  • Dancing

Team Members

  • Lei Wu
    Sr. Branch Office Administrator
  • Connie Zhang
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 06:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 06:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Phone

(403) 547-5433

Fax

(877) 335-8760

Office Address

530-8 Avenue SW
Suite 1320
Calgary, AB T2P 3S8opens in a new window

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