Hi there, thanks for dropping by my page and welcome to the team.
If you found this page you've likely been curious to learn more about investing, finances, Edward Jones, and myself.
If you're like me the complete unknown is an uncomfortable but necessary thing to face. When I was in my 3rd year of university and did not know what I wanted to do in the future it felt like I was about to come face to face with a big black void. What I feel Edward Jones does is to light the way, so people are not working their way through the dark alone. We help teach, guide, and create a plan to help them understand and navigate their financial present and future.
I was fortunate to grow up in the industry with a top financial advisor as my mom and this got me to start investing at a young age. I joined Edward Jones in 2016, found I really enjoyed creating new relationships and alleviating the stress that comes building a long-term financial strategy and I've been here ever since.
Now that you've made it to the end of the page here is what you can do. Send me an email or give me a call (English or Mandarin) and we can set up a complimentary portfolio review. Or if you simply have questions, we can have a chat and I can answer them.
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Education Savings Strategies
- Business Owner Considerations
- Intergenerational Planning
My Personal Interests
- Table Tennis
- Reading
- Movies & Entertainment
- Music
- Technology
Office Information
Phone Number
Kailin Zhou at (403) 217-9436- Lucinda Lin
- Sr. Branch Office Administrator
- Yaneth Lopez Medina
- Branch Office Administrator
- Maggie Vong
- Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Mon | 09:00AM - 06:00PM |
Tue | 09:00AM - 06:00PM |
Wed | 09:00AM - 06:00PM |
Thu | 09:00AM - 06:00PM |
Fri | 09:00AM - 06:00PM |
Sat | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 06:00PM |
Tue | 09:00AM - 06:00PM |
Wed | 09:00AM - 06:00PM |
Thu | 09:00AM - 06:00PM |
Fri | 09:00AM - 06:00PM |
Sat | Closed |
Sun | Closed |
Connect on Social
- Lucinda Lin
- Sr. Branch Office Administrator
- Yaneth Lopez Medina
- Branch Office Administrator
- Maggie Vong
- Branch Office Administrator
Branch Team
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