Adam Wang

I wish I could go back in time and work as my parents’ advisor, helping them create a retirement strategy. My parents didn’t know the difference between saving and investing, and didn’t know to plan for their retirement. They just knew to make as much money as possible and spend as little as possible. By working with an advisor like myself, I have no doubt that they would have made better financial decisions, leading to a better quality of life. This is why I do what I do - so that my clients can plan successfully and live in a financially astute way. As for helping with my parents’ finances, all I need is a time machine!

As an Edward Jones financial advisor, I believe that before you invest your money, it’s important to invest my time to understand what you’re working toward. It's also important to understand the level of risk you're comfortable with so we can balance it with the steps necessary to reach your long-term goals.

Whether you're planning for retirement, saving for education for children, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we’re dedicated to providing you top-notch client service.

I have over ten years of industry experience. I have been a Chartered Investment Manager (CIM®) since 2008, a Certified Financial Planner (CFP®) since 2009, and a Certified International Wealth Manager (CIWM) since 2019. I was also named a Fellow of the Canadian Securities Institute (FCSI®) in 2014. I strive to build long-term relationships with all my clients as I have chosen this to be my life-long career. I enjoy helping my clients reach their financial goals as they adapt to the different stages of their lives.

There is no better time to act than now. Let's talk about investing in your future today!