As a Financial advisor with Edward Jones, and a Certified International Wealth Manager (CIWM®) professional, I work with professionals, business owners and their families and friends to help them build, protect, preserve and transfer wealth by creating lasting memories for their loved ones, because we care.

How? We believe it’s important to invest our time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your financial goals.

Whether you're preparing for retirement, trying to protect the financial future of the ones you care for, or leaving something for your heirs, we can work together to develop personalized strategies to help you achieve financial success. In addition, we monitor your progress to make sure you stay on track. Throughout it all, we're dedicated to providing you exceptional service.

But we're not alone. Many people and advanced technology support our branch so we can help ensure you receive the most current and comprehensive guidance. In addition, we work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

Prior to joining Edward Jones, I worked for JP Morgan, ATB Financial, and Servus Credit Union and have worked in the financial services industry since 1995. I joined Edward Jones in 2010 and established my branch office in Edmonton, Alberta. I am proud to be a limited partner with Edward Jones and have served the firm as a regional level coach and field trainer to help coach and mentor our new financial advisors.

Our branch has passion for serving the community through engagement with local communities and not-for-profit organizations.

Your Edward Jones Branch Team:
Steve Tse, CIWM®, Financial Advisor
Samantha Salloum, Branch Office Administrator
Theresa Huang, Branch Office Administrator

Focus areas

  • Retirement Income Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Estate & Legacy Strategies

My Personal Interests

  • Traveling
  • Spending Time with Family
  • Personal Fitness
  • Cooking
  • Hiking

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

Email Me

More to explore

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Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

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Setting your path

We use an established process to help you reach your goals.

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