Canada Post Strike

If you are awaiting critical documents affected by the Canada Post strike and need assistance, please contact your Financial Advisor.  You can also take advantage of Online Access and enrol in e-Delivery to access your account statements and more. See the Client Resource Center for more info.

Joshua Tse, Financial Advisor

Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Intergenerational planning
  • Wealth protection strategies
  • Estate and legacy strategies
  • Business owner considerations

About Joshua

As a financial advisor with Edward Jones, I partner with professionals and business owners to develop customized strategies tailored to help them achieve their goals.

My approach is simple, yet comprehensive. I take the time to really understand what’s important to you—your goals, values, and vision for the future—and build a financial strategy that’s as unique as your situation. I follow a process that’s designed to create clarity, reduce complexity, and help you make informed decisions at every stage of your journey. Whether we’re discussing wealth strategies, retirement planning, or intergenerational wealth, my focus is on helping you feel confident in...

Work History

  • Edward JonesJuly 2024 to Current

Education

  • University of AlbertaBachelor of Science

Personal Interests

  • Music
  • Volleyball
  • Spending Time with Family
  • Camping
  • Hiking

Team Members

  • Alex Batra
    Client Experience Specialist
  • Claire Yuan
    Client Experience Specialist

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
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 Closed
Sun Closed

More to explore

Find your starting point

Start here

Planning your financial future? Our Starting Point tool can help you take the first steps.

Find your Starting Point
My priorities

What are your priorities?

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

Take the quiz

Setting your path

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

Learn More