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: Dong Li
999 West Broadway, Vancouver, BC
V6J1X6, Canada
Frequently Asked Questions About Edward Jones - Financial Advisor: Dong Li
What personalized investment services does Edward Jones - Financial Advisor Dong Li offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor Dong Li located?
The office is located at 999 West Broadway, Suite 580, Vancouver, BC, V6J1X6, Canada.
How can I contact Edward Jones - Financial Advisor Dong Li?
You can reach Dong Li by phone at +16042882782 or email at dong.li@edwardjones.com.
What languages are spoken at Edward Jones - Financial Advisor Dong Li?
Services are offered in English.
What products and services does Edward Jones - Financial Advisor Dong Li provide?
They offer services such as financial advising, investment management, stocks & bonds brokerage, and assistance with mutual funds and investments.
How can I book a consultation with Dong Li?
You can schedule a consultation through their reservation website: https://www.edwardjones.ca/ca-en/financial-advisor/dong-li/contact/
Are there any nearby financial institutions to Edward Jones - Financial Advisor Dong Li?
Yes, Scotiabank is nearby and can be used for banking services complementary to investment planning.
What nearby legal and accounting services are available around Edward Jones - Financial Advisor Dong Li?
Near this location, you can find Nelson Huang, CPA and Soleimani Accounting CPA for accounting, and Bronson Jones Gray & Company, LLP for legal services, which could assist with related financial and legal matters.
What nearby visa and embassy services can clients access near Edward Jones - Financial Advisor Dong Li?
Clients can access visa and embassy services at the China Visa Application Service Center, HS Canada Consulting, and the Chinese Embassy nearby, useful if you require travel or immigration assistance.
What online resources does Edward Jones - Financial Advisor Dong Li provide for retirement planning?
They offer a Retirement Savings Calculator available at their website to help clients prepare for their future financially.