Edward Jones - Financial Advisor: Adam Wang, CFP®|CIWM|CIM®|FCSI®|CEPA®
5.043 reviews
Business Details
About
Investment Service
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
43 reviews
5 stars
42
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- JJJessica Jobst-SmithDec 3, 20215.0We have been working with Adam for a number of years and we are extremely grateful for his help and professionalism.
- BSbeata sMar 10, 20215.0we’ve been clients of Adam’s for over a year now and are incredibly impressed. Adam is a true professional. he is well informed, thoughtful and really listens. thank you Adam!
- JPJessica PilarczykFeb 18, 20215.0I have been making financial decisions under Adam's guidance for about two years. Adam invests a lot of time learning about his client's immediate, mid-term, and long-term goals. I am especially appreciative of the regular phone check-ins Adam makes to his clients. On several occasions over the past two years, he called to let me know of investment opportunities that significantly benefited my financial portfolio. Adam definitely goes above and beyond for his clients and I feel like my finances are in excellent hands. I highly recommend Adam.
- TOTim othyFeb 18, 20215.0Adam gives a personal touch of care and consideration when it comes to finances/investing/future planning. It is why this is the ONLY google review I've ever written about, because I trust him. A true professional!
- AHAdam HunterFeb 18, 20215.0I've been working with Adam since mid-2018 and he's been absolutely brilliant in every way. (I've had a number of advisors, and I know the industry quite well from the inside - so I think I can say this with some authority.) He checks in promptly when there are things to be done (ex. tax/RRSP season adjustments) or considered (ex. new opportunities / times to get in or out of a certain area or industry). His knowledge is top-notch, and the service impeccable. I suppose the true indicator however is that he is the one I refer on when someone asks. Thanks for everything Adam!
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.