Lucy Fei Zhuang, Financial Advisor

Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Estate and legacy strategies
  • Education savings strategies
  • Intergenerational planning
  • Wealth protection strategies

About Lucy Fei

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 and disability insurance licenses I also hold the Fellow of the Canadian Securities Institute (FCSI®), Chartered Investment Manager (CIM®), Certified Financial Planner®, and Certified General Accountants of Canada (CPA-CGA. ®) designations. I earned my...

Work History

  • Edward JonesJanuary 2007 to Current

Education

  • University of Western OntarioMaster of Business Admin

Send Me a Message

* Required field
How can we support you?
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:30PM
Tue 08:30AM - 05:30PM
Wed 08:30AM - 05:30PM
Thu 08:30AM - 05:30PM
Fri 08:30AM - 05:30PM
Sat By Appointment Only
Sun Closed

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

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

Learn More