Team Members
Mandy HuBranch Office Administrator
FINANCIAL ADVISOR
Jeremy Xu
CFP®, CFA®, TEP
14 Richard Way SW Bay, #10, Calgary, AB T3E 7M9opens in a new window
Focus Areas
- Business owner considerations
- Wealth strategies
- Intergenerational planning
- Education savings strategies
- Estate and legacy strategies
- Sustainable Investing
About Jeremy
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...
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...
Personal Interests
- Running
- Hiking
- Volunteering
- Golfing
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00PM |
| Mon | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
| Sun | By Appointment Only |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00PM |
| Mon | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
| Sun | By Appointment Only |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Location
CalgaryMore to explore
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