I was born in Chengdu, Sichuan, China but moved with my mother to Calgary when I was 10 years old and I've lived here ever since. While I was drawn into the industry during my time as a Branch Office Administrator I was also interested by how much impact we can have in our client's lives. I spent parts of my summer volunteering at Wing Kei elderly care center and fundraising for the Calgary Health Trust so when I learned that I could combine my love of investing/financial services and helping others I was motivated to join in.
I began working with Edward Jones in 2020 in Calgary, AB. Before this I was a student and occasionally worked as a Branch Office Administrator for Edward Jones during the breaks and got drawn into the industry. After graduating with a degree in Psychology from St. Francis Xavier University in 2019 I applied to the Financial Advisor Career Development program at Edward Jones. I was accepted and got to spend 4 month at our Head Office in Mississauga, ON where I got to experience many of our internal departments and got my license as a Financial Advisor.
My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. The key to successful investing is to develop a strategy, but before we can begin doing that we need to define what is most important to yourself and your family. One-size-fits-all may be fine for some investors, but we believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether its putting your children through university, or making sure you can retire the way you want, or leaving legacy behind, I can help you prioritize your needs and define your goals in order to create a tailored financial strategy for them.
My Personal Interests
- Table Tennis
- Movies & Entertainment
Phone NumberKailin Zhou at (403) 217-9436
|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|
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