Work History
Edward Jones
Edward JonesJuly 2024 to Current
FINANCIAL ADVISOR
Joshua Tse
105, 5124-122 Street NW, Edmonton, AB T6H 3S3opens in a new window
Focus Areas
- Retirement savings strategies
- Retirement income strategies
- Intergenerational planning
- Wealth protection strategies
- Estate and legacy strategies
- Business owner considerations
About Joshua
As a financial advisor with Edward Jones, I partner with professionals and business owners to develop customized strategies tailored to help them achieve their goals.
My approach is simple, yet comprehensive. I take the time to really understand what’s important to you—your goals, values, and vision for the future—and build a financial strategy that’s as unique as your situation. I follow a process that’s designed to create clarity, reduce complexity, and help you make informed decisions at every stage of your journey. Whether we’re discussing wealth strategies, retirement planning, or intergenerational wealth, my focus is on helping you feel confident in...
My approach is simple, yet comprehensive. I take the time to really understand what’s important to you—your goals, values, and vision for the future—and build a financial strategy that’s as unique as your situation. I follow a process that’s designed to create clarity, reduce complexity, and help you make informed decisions at every stage of your journey. Whether we’re discussing wealth strategies, retirement planning, or intergenerational wealth, my focus is on helping you feel confident in...
Work History
Edward Jones
Edward JonesJuly 2024 to Current
Education
University of Alberta
University of AlbertaBachelor of Science
Education
University of Alberta
University of AlbertaBachelor of Science
Personal Interests
- Music
- Volleyball
- Spending Time with Family
- Camping
- Hiking
Team Members
Theresa HuangBranch Office Administrator- Claire YuanBranch Office Administrator
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Location
EdmontonMore to explore
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