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Jeremy Xu, Financial Advisor

Financial Advisor
Jeremy Xu

CFP®, CFA®, TEP
14 Richard Way SW Bay, #10, Calgary, AB T3E 7M9opens in a new window
CallSend Me a Message

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...

Personal Interests

  • Running
  • Hiking
  • Volunteering
  • Golfing

Team Members

  • Mandy Hu
    Registered Branch Associate

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(403) 217-9520

Fax

(833) 768-9788

Office Address

14 Richard Way SW Bay
#10
Calgary, AB T3E 7M9opens in a new window

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

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Setting your path

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

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