Born and raised halfway across the world, I came to Canada at age 15. My parents chose Port Alberni, B.C. to be our home where I learned how to speak English and helped start up their first restaurant. After graduating from UVic, I moved to Lake Louise for my hospitality career. I also met my husband, Jeff there and started a family. We moved to Battleford in 2013 as we wanted to be close to my aging parents. Two years later, mom's health deteriorated, my parents decided to retire. Their plan was to sell their business and houses, but the houses didn't sell. I ended up opening a 3rd restaurant for them while juggling mom's medical appointments.
This was eye-opening and life changing, I realized that hard-work did not always lead to a comfortable retirement. It was then that I knew I wanted to help people like my parents plan and save not just for retirement but for the unexpected events.
I joined Edward Jones in 2019.
As a financial advisor, my job is about more than helping you invest your money, it's about truly understanding what is important to you. I'll partner with you for life, coaching and guiding you every step of the way; celebrating your milestones and holding your hand during hard times. I'll help you adjust your plan, weight the tradeoffs and determine how they could affect your long-term strategy when priorities change. The best part of my job is the people – you - and turning your vision into reality.
I love working with young families like ours, so parent can send their children to school without worrying about finances. I love working with people to prepare for retirement, so working at age 70 is an option, not the solution. Most importantly, I love working with every hardworking person to ensure their money is also working hard for them.
I now have my office in Lloydminster, teamed up with my BOA, Josie serving clients in both communities. If we haven’t met you yet, don’t be shy to reach out. We look forward to meeting every one of you.
- Education Savings Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Owner Considerations
- Wealth Strategies
Phone NumberJessie Wang at (780) 872-5557
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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