Hello, my name is Daisy Cheung. Thank you for taking the time to read my biography and getting to know me.
As an Edward Jones Financial Advisor, it is my priority to truly get to know each client's story. And it is, of course important for you to learn about me as well.
I joined Edward Jones in 2000 after graduating from the University of Toronto with a Bachelor of Science majoring in Mathematics. I became a fully licensed Financial Advisor in 2011.
I enjoy working with people who are serious about their finances and who appreciate consistent, pro-active guidance. My philosophy is to be diligent and practical and to follow a well thought out, long term strategy for my clients to help them reach their personal goals.
All clients are unique and so are their goals. They can range from preparing for, or living in retirement, saving for something specific or for unexpected expenses, children's education or estate considerations.
I strive to make sure my clients feel heard and that I understand their unique story. My goal for every interaction is to add value to the financial life of each of my clients.
I live and work in Markham, Ontario. My husband, Lawrence and I have two teenage twin daughters, Katrina and Nadia. I enjoy hanging out with my family, cooking, watching movies, playing chess and cards and spending time with our four legged friend, Sammy.
I am happy to provide a complimentary assessment of your financial situation.
I can be reached at 905-305-8507 or [email protected]
- Retirement Income Strategies
- Wealth Strategies
- Employee Stock Options
- Estate & Legacy Strategies
- Intergenerational Planning
- Education Savings Strategies
My Personal Interests
- Health & Nutrition
- News & Media
- Spending Time with Family
Phone NumberDaisy T Cheung at (905) 305-8507
|Mon||09:00AM - 06:00PM|
|Tue||09:00AM - 06:00PM|
|Wed||09:00AM - 06:00PM|
|Thu||09:00AM - 06:00PM|
|Fri||09:00AM - 06:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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