I joined Edward Jones as a Financial Advisor in 2007 and I am serving my clients in the Metro Vancouver area. Prior to this position, I served as the Assistant Vice President of Finance & Audits for American International Assurance Company in south China, and Department head of Corporate Planning for Citic Prudential Insurance Company's Head office in China.
Together with my proficiency in Securities and Life & Disability Insurance Licenses I am also the active members of The Fellow of the Canadian Securities Institute (F.C.S.I. ®), Chartered Investment Manager (C.I.M.®), Certified Financial Planner (C.F.P. ®), Certified General Accountants of Canada (CPA-C.G.A. ®) and Certified Public Accountants of China. I earned my Executive M.B.A degree in the Richard Ivey Business School from the University of Western Ontario.
Edward Jones has a strong culture of people helping people become more successful. I am part of the “Ted Jones Coaching Program” which allows me to coach our fellow advisors and help them build a even more successful practice. It is an honor and a privilege for me to be invited to participate as one of the coaches from Canada in this program. I also served as a Trainer in our region to provide mentorship to our inexperience Financial Advisors.
There are many “One-Size-Fits-All” financial programs out in the market. Personally, I do believe financial strategies and investments should be tailored to our own needs and not generically based on guidelines for someone close to your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected, or creating an estate, I can offer financial strategies tailored to all your financial goals.
I am able to serve my clients in English, Mandarin, and Cantonese Chinese.
Office Address3388 Cambie St.
Vancouver, BC V5Z 2W5 opens in a new window
Phone NumberLucy Fei Zhuang at (604) 739-7318
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