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Adam Wang

Financial AdvisorEdward JonesNorth Vancouver, British Columbia

I have over ten years of industry experience. I have been a Chartered Investment Manager (CIM®) since 2008, a Certified Financial Planner (CFP®) since 2009, and a Certified International Wealth Manager (CIWM) since 2019. I was also named a Fellow of the Canadian Securities Institute (FCSI®) in 2014. I strive to build long-term relationships with all my clients as I have chosen this to be my life-long career. I enjoy helping my clients reach their financial goals as they adapt to the different stages of their lives.

There is no better time to act than now. Let's talk about investing in your future today!

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Estate Planning Retirement Income Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Investment Advisor

Languages ?
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English

Provinces Licensed | Served ?
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British Columbia

Certification/Additional Courses ?

CFP® CIM CIWM FSCI®

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Bond Exchange Traded Fund (ETF) Guaranteed Investment Certificate (GIC) Mutual Fund Segregated Fund Stock
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