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Jake Wang, Financial Advisor

FINANCIAL ADVISOR
Jake Wang

CFP®, CIWM, CIM®, CLU®
1437 Kingsway, Ste#201, Vancouver, BC V5N 2R6opens in a new window
CallSend Me a Message

Focus Areas

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

About Jake

From our partnership, you will receive comprehensive and disciplined financial guidance resulting in the development of a personalized and holistic wealth strategy that will address your and your family's needs. I value continuous learning and personal relationships, and I enjoy helping people achieving their goals. This is why I became a financial advisor.

I hold a Bachelor of Commerce degree in Entrepreneurship from the University of Victoria. I am also a CFP®, CIM®, CLU® and CIWM professional. At Edward Jones, we use a comprehensive and disciplined process based on what's important to you to help you invest and protect your...

Work History

  • Edward JonesMarch 2012 to Current

Education

  • University of VictoriaBachelor of Commerce

Personal Interests

  • Camping
  • Outdoor Enthusiast
  • Traveling
  • Skiing
  • Cooking

Team Members

  • Winnie Mak
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(604) 730-5352

Fax

(866) 607-6446

Office Address

1437 Kingsway
Ste#201
Vancouver, BC V5N 2R6opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More