Being a financial advisor has always been my passion. Whether you are planning for retirement, saving for your children's future education, saving for your next big purchase or transferring your wealth to the next generation, we want to understand what's important to you and your family. We will partner together through the different stages of your life by creating personalized solutions and we monitor your progress throughout your life to help make sure you stay on track. I am able to serve you in either English or Chinese Mandarin.
My previous work experience with a local bank was an ideal foundation for my current role at Edward Jones. I have also come to recognize that everyone’s economic and life situation is unique. I believe that personalized service is essential when matching clients with the right investment vehicles and services.
I am effectively supported by a team of administration, home office and investment products specialists whose expertise and professionalism help me build long-term relationships with my growing client base and provide the highest quality financial services.
My family and I have lived in the Surrey Fraser Heights area for more than ten years. Away from the office I enjoy hiking, yoga and spending time with family and friends.
If you ever have any questions about your financial goals or about specific investment products, please contact us for a complimentary, no obligation consultation.
Focus areas
- Retirement Savings Strategies
- Business Owner Considerations
- Wealth Protection Strategies
- Estate & Legacy Strategies
- Education Savings Strategies
- Intergenerational Planning
My Personal Interests
- Community Outreach
- Hiking
- Yoga
Office Information
Phone Number
Nikki Li at (778) 547-9430- April Yu
- Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:30PM |
Tue | 09:00AM - 04:30PM |
Wed | 09:00AM - 04:30PM |
Thu | 09:00AM - 04:30PM |
Fri | 09:00AM - 04:30PM |
Sat | By Appointment Only |
Sun | By Appointment Only |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:30PM |
Tue | 09:00AM - 04:30PM |
Wed | 09:00AM - 04:30PM |
Thu | 09:00AM - 04:30PM |
Fri | 09:00AM - 04:30PM |
Sat | By Appointment Only |
Sun | By Appointment Only |
- Web Conferencing
Additional Hours
- Web Conferencing
Connect on Social
- April Yu
- Branch Office Administrator
Branch Team
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