Work History
Edward Jones
Edward JonesNovember 2023 to Current
FINANCIAL ADVISOR
Lisa Zhang
10430-61 Avenue 307, Edmonton, AB T6H 2J3opens in a new window
Focus Areas
- Retirement income strategies
- Employee stock options
- Divorce finances
- Business owner considerations
- Estate and legacy strategies
About Lisa
I help young professionals live comfortably. Whether it's budgeting for both the mortgage and a new family, or simultaneously saving for your next vacation and eventual retirement, I can help you set the path and build the habits to help bring your goals to life.
Working with a financial advisor should be much more than a meeting, a list of your investments and a kind send-off. Since this is your money, and your future, what you really need is an ally and a trusting relationship that lasts for years. Your life will likely see many changes, and your financial strategy should...
Working with a financial advisor should be much more than a meeting, a list of your investments and a kind send-off. Since this is your money, and your future, what you really need is an ally and a trusting relationship that lasts for years. Your life will likely see many changes, and your financial strategy should...
Work History
Edward Jones
Edward JonesNovember 2023 to Current
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Phone
(780) 436-4811Fax
(877) 335-8695Office Address
10430-61 Avenue 307Edmonton, AB T6H 2J3
Location
EdmontonMore to explore
Start here
Planning your financial future? Our Starting Point tool can help you take the first steps.
Find your Starting Point
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