Life is a journey. One of my biggest journey's began when I joined Edward Jones.
I was born and raised in an intellectual family with a twin sister and elder sister. Finance has never been a strange topic to me because my Mom has been working with a local securities company for many years – this is what first sparked my interest in the world of finance.
When I pursued my MBA in in Haskayne School of Business, University of Calgary, I realized the significance of personal and family finance on Canadians and I set my mission of becoming a financial advisor with the goal of serving Canadians who would like protect their financial wellness and accumulate wealth with the assistance from the professionals.
When we first meet I'll want to make sure I understand what's important to you and what you value. From there we'll set specific, achievable financial goals. We'll explore the opportunities and challenges for you and your family. We'll talk about the level of risk you're comfortable with and the amount of time you have to reach each goal. Then I'll create a financial strategy based on our discussion. We will meet regularly along the way to check in and see if your goals are on track and make adjustment as necessary. We all feel in more control if we have a plan. The satisfaction you will get from fulfilling your goals will bring me the greatest reward – this is what keeps me moving forward.
Whether you are a young professional who is just starting your career, a business owner or a soon-to-be retiree who ready to enjoy a new life, my customized advice and personalized service will be there to guide you where you are headed.
When I am not in the office I enjoy spending time with my lovely daughter who is sharpening her piano skills for level 10 practice and has ambition to be a soprano in her choir.
- Business Owner Considerations
- Wealth Strategies
- Intergenerational Planning
- Education Savings Strategies
- Estate & Legacy Strategies
- Socially Conscious Investing
My Personal Interests
Phone NumberJeremy Xu at (403) 217-9520
|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|