Jake Wang, Cfpu00ae Cimu00ae

FAQ About Jake Wang, Cfpu00ae Cimu00ae

• What is Jake Wang, Cfpu00ae Cimu00ae's address?

  Jake Wang, Cfpu00ae Cimu00ae is located at
  Vancouver, Vancouver, Canada

• What is Jake Wang, Cfpu00ae Cimu00ae's job title?

  Jake Wang, Cfpu00ae Cimu00ae is a
  After I graduated from Law school and articled with two lawyers in China, I had the opportunity to come to Canada in 2002 to advance my education and started my new life here. Like many newcomers, I have been continuously learning, adapting changes, setting new goals and working hard to achieve them. These experience along with my interests in building relationships with people, doing financial planning and investing are the main reasons why I became a financial advisor. I hold a Bacheloru2019s of Commerce degree from the University of Victoria. I am also a CFPu00ae and CIMu00ae professional. With more than 13 years of financial services experience, I believe it's important to understand what you are investing for and the level of risk that you are comfortable accepting. Our team includes branch office administrators, Wendy Mu and Winnie Mak. We also work closely with the Edward Jones Client Consultation Group, which consists of professionals with insurance, tax and legal knowledge. Together we partner with you to provide tailored solutions to your financial goals, including your retirement plans, corporate investment, income and estate transfer strategies, insurance and family protection plans, tax mitigation, estate and legacy strategies. Edward Jones partners, associates and advanced technology support my office to help ensure you receive the most current and comprehensive guidance. We can also work with your attorney, accountant and other trusted advisors to determine the most appropriate financial strategy for you and your family. My wife, Emily and I have a daughter, Lydia, and a son, Andrew. We live in Vancouver. We enjoy the great outdoors in our free time. I work closely with business owners, professionals, and families who are close to retirement and in retirement. Please call me at 604-730-5352 or email me at [email protected]. Edward Jones

• What industry does Jake Wang, Cfpu00ae Cimu00ae currently work in?

  Jake Wang, Cfpu00ae Cimu00ae currently works in the
  Edward Jones

• What is Jake Wang, Cfpu00ae Cimu00ae's area of expertise?

  Jake Wang, Cfpu00ae Cimu00ae specializes in
  After I graduated from Law school and articled with two lawyers in China, I had the opportunity to come to Canada in 2002 to advance my education and started my new life here. Like many newcomers, I have been continuously learning, adapting changes, setting new goals and working hard to achieve them. These experience along with my interests in building relationships with people, doing financial planning and investing are the main reasons why I became a financial advisor. I hold a Bacheloru2019s of Commerce degree from the University of Victoria. I am also a CFPu00ae and CIMu00ae professional. With more than 13 years of financial services experience, I believe it's important to understand what you are investing for and the level of risk that you are comfortable accepting. Our team includes branch office administrators, Wendy Mu and Winnie Mak. We also work closely with the Edward Jones Client Consultation Group, which consists of professionals with insurance, tax and legal knowledge. Together we partner with you to provide tailored solutions to your financial goals, including your retirement plans, corporate investment, income and estate transfer strategies, insurance and family protection plans, tax mitigation, estate and legacy strategies. Edward Jones partners, associates and advanced technology support my office to help ensure you receive the most current and comprehensive guidance. We can also work with your attorney, accountant and other trusted advisors to determine the most appropriate financial strategy for you and your family. My wife, Emily and I have a daughter, Lydia, and a son, Andrew. We live in Vancouver. We enjoy the great outdoors in our free time. I work closely with business owners, professionals, and families who are close to retirement and in retirement. Please call me at 604-730-5352 or email me at [email protected].

• Which languages does Jake Wang, Cfpu00ae Cimu00ae speak? 

  Jake Wang, Cfpu00ae Cimu00ae speaks the following languages:
  No languages available.

• Which industries has Jake Wang, Cfpu00ae Cimu00ae previously worked in?   

  Jake Wang, Cfpu00ae Cimu00ae has prior experience in the following industries:
  Edward Jones , Bank of Montreal , Bank of Montreal

• What is Jake Wang, Cfpu00ae Cimu00ae’s work experience?  

  Jake Wang, Cfpu00ae Cimu00ae has the following professional experience:
  Edward Jones , Bank of Montreal , Bank of Montreal .

• How can I find Jake Wang, Cfpu00ae Cimu00ae on LinkedIn?  

  You can view Jake Wang, Cfpu00ae Cimu00ae’s
  LinkedIn profile at LinkedIn URL.

• What are Jake Wang, Cfpu00ae Cimu00ae’s work email addresses?  

  Jake Wang, Cfpu00ae Cimu00ae’s work email addresses are
  [email protected] .

• What company does Jake Wang, Cfpu00ae Cimu00ae work for?  

  Jake Wang, Cfpu00ae Cimu00ae works at
  Edward Jones