Work History
Edward Jones
Edward JonesMay 2010 to Current
Focus Areas
- Retirement income strategies
- Business retirement plans
- Wealth strategies
- Charitable giving
- Intergenerational planning
- Estate and legacy strategies
About Steve
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 to create 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 develop a comprehensive strategy necessary to achieve your wealth management goals.
Whether you're preparing for retirement, trying to...
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 develop a comprehensive strategy necessary to achieve your wealth management goals.
Whether you're preparing for retirement, trying to...
Work History
Edward Jones
Edward JonesMay 2010 to Current
Education
University of Alberta
University of AlbertaMaster of EngineeringUniversity of Essex
University of EssexBachelor of Engineering
Education
University of Alberta
University of AlbertaMaster of EngineeringUniversity of Essex
University of EssexBachelor of Engineering
Personal Interests
- Traveling
- Spending Time with Family
- Personal Fitness
- Cooking
- 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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