portrait of Jeremy Xu
FINANCIAL ADVISOR

Jeremy Xu

CFP®, DFSA™, CFA®, TEP
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Focus Areas

  • Business Owner Considerations
  • Wealth Strategies
  • Intergenerational Planning
  • Education Savings Strategies
  • Estate & Legacy Strategies
  • Socially Conscious Investing

Personal Interests

  • Running
  • Hiking
  • Volunteering
  • Golfing

Team Members

  • Mandy Hu
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(403) 217-9520

Fax

(833) 768-9788

Office Address

2215-33rd Avenue SW
Unit 121
Calgary, AB T2T 1Z9opens in a new window

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