After I graduated from Law school and articled with two lawyers in China, I came to Canada to advance my education and started my new life here. Like many newcomers, I have been continuously learning, adapting changes, setting new goals and working hard to achieve them. These experiences along with my interests in building relationships and helping people invest and achieve their goals are the main reasons why I became a financial advisor.
I hold a Bachelor’s of Commerce degree from the University of Victoria. I am also a CFP® and CIM® professional. My investment philosophy is to invest in quality, diversify and have a long term prospective. You worked hard to save and invest your money. Together we take a disciplined process to help you invest and protect your money to achieve your goals. I believe it's important to understand what you are investing for and the level of risk that you are comfortable accepting. Through our regular contacts and annual review process, we manage your investments to ensure that you are on track to achieve your goals.
Our team includes branch office administrators, Wendy Mu and Winnie Mak. We also work closely with Edward Jones Client Consultation Group, which consists of insurance, tax and legal professionals. Together we provide personalized solutions to your financial goals, such as your retirement income goals, insurance and family protection plans, tax mitigation, estate transfer and legacy strategies. Edward Jones our firm provides technology, tools, resources and protection to support my office to serve you. We can also work together with your accountant and other trusted professionals if needed.
We work best with business owners, professionals, and families who appreciate and value personalized services and advice. Please call me at 604-730-5352 or email me at [email protected] to schedule a no obligation appointment so we can get to know each other and address any questions for you.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Education Savings Strategies
- Wealth Protection Strategies
My Personal Interests
- Mountain Biking
- Personal Fitness
- Outdoor Enthusiast
Phone NumberJake Wang at (604) 730-5352
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