Edward Jones - Financial Advisor: Adam Wang, CFP®|CIWM|CIM®|FCSI®|CEPA®
5.047 reviews
Business Details
About
Investment ServiceEdward Jones
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.
Location
Edward Jones - Financial Advisor: Adam Wang, CFP®|CIWM|CIM®|FCSI®|CEPA®
3650 Mt Seymour Pkwy, North Vancouver, BC
V7H2Y5, Canada
Hours
Reviews
5.0
47 reviews
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- LFLee Fisher1 day ago5.0I have a high level of trust in Adam and feel confident in his guidance. He is knowledgeable, professional, and has strong integrity, and he explains his recommendations in a clear, easy-to-understand way. He first reached out to me over 10 years ago and stayed in touch in a respectful, low-pressure way until I decided to move forward about five years ago. Since then, he has been attentive, conscientious, and very responsive, as is his entire team including Fen-Fen his assistant. I’ve been very pleased with the results he has delivered and I’m so glad I chose to work with him.
- SCStella Crofts3 days ago5.0Adam has been our financial advisor for 12 years, and we couldn't be more pleased with his mindful care of our funds. He is highly professional, with an approachable manner, answering all questions with detail and confidence. His regular check in’s are timely and purposeful with any updates needed. Our returns under his management have been steady and good. We would highly recommend Adam to anyone in need of a financial service.
- TTTonyDec 12, 20255.0Adam has always proven to be trust worthy, very grounded and receptive to me whilst always taking the lead with educated suggestions.
- JHJacky HowDec 10, 20255.0Adam Wang has been outstanding as my financial advisor. He replies incredibly fast, provides service that’s well above expectations, and is always one step ahead. He proactively reminds me about upcoming events, important deadlines, and adjust our financial plan accordingly. Really appreciate his dedication and professionalism.
- LLLeilaFeb 11, 20235.0Adam’s been my financial advisor for many years now. I’ve been very pleased with him and his team, always very responsive and helpful.
Frequently Asked Questions About Edward Jones - Financial Advisor: Adam Wang, CFP®|CIWM|CIM®|FCSI®|CEPA®
What types of financial services does Edward Jones offer at this location?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stock and bond brokerage, and investment management tailored to individual client needs.
Who is the financial advisor at this Edward Jones branch?
The financial advisor is Adam Wang, CFP®, CIWM, CIM®, FCSI®, CEPA®, providing tailored financial advice and services.
What are the regular business hours for Edward Jones in North Vancouver?
The office is open Monday to Friday from 8:30 AM to 5:00 PM and is closed on Sundays. On Saturdays, services are available by appointment only.
Can I book a financial consultation with Adam Wang online?
Yes, you can schedule an appointment through their reservation page at https://www.edwardjones.ca/ca-en/financial-advisor/adam-wang/contact/.
What languages are spoken at this financial advisory office?
English is the primary language spoken at this Edward Jones office.
Where is Edward Jones located in North Vancouver?
Edward Jones is located at 3650 Mt Seymour Pkwy, #206, Parkgate Village, North Vancouver, BC, V7H2Y5, Canada.
What are some nearby places I can visit before or after my appointment at Edward Jones?
Nearby you can find several places such as Genji Japanese Restaurant for sushi, Subway for a quick sandwich, and Parkgate Farm Market for fresh groceries.
Are there convenient medical services near Edward Jones in case I need a check-up?
Yes, Seymour Dental Centre, Parkgate Medical Centre, and LifeLabs Medical Laboratory Services are nearby medical facilities you can visit.
Is there a place to fill prescriptions or buy health products close to Edward Jones?
Shoppers Drug Mart, located nearby, offers pharmacy services as well as convenience items and hair supply stores.
If I want to do some self-care or grooming around my visit, what are the options nearby Edward Jones?
You can visit Telio Hair Studio for hair services, Fresh Skin Lab for skin care and laser hair removal, or The Sanctuary Esthetic Studio for wellness and beauty treatments.