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Lisa Zhang, Financial Advisor

FINANCIAL ADVISOR
Lisa Zhang

10430-61 Avenue 307, Edmonton, AB T6H 2J3opens in a new window
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Focus Areas

  • Retirement income strategies
  • Employee stock options
  • Divorce finances
  • Business owner considerations
  • Estate and legacy strategies

About Lisa

I help young professionals live comfortably. Whether it's budgeting for both the mortgage and a new family, or simultaneously saving for your next vacation and eventual retirement, I can help you set the path and build the habits to help bring your goals to life.

Working with a financial advisor should be much more than a meeting, a list of your investments and a kind send-off. Since this is your money, and your future, what you really need is an ally and a trusting relationship that lasts for years. Your life will likely see many changes, and your financial strategy should...

Work History

  • Edward JonesNovember 2023 to Current

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Office Information

Phone

(780) 436-4811

Fax

(877) 335-8695

Office Address

10430-61 Avenue 307
Edmonton, AB T6H 2J3opens in a new window

More to explore

My priorities

What are your priorities?

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.

Learn More