Edward Jones - Financial Advisor: Adam Wang, CFP®|CIM®|CIWM

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North Vancouver, Canada

edwardjones.ca
Financial consultant· Finance broker· Financial audit· Financial planner· Investment service· Stock broker

Edward Jones - Financial Advisor: Adam Wang, CFP®|CIM®|CIWM Reviews | Rating 5 out of 5 stars (5 reviews)

Edward Jones - Financial Advisor: Adam Wang, CFP®|CIM®|CIWM is located in North Vancouver, Canada on 3650 Mt Seymour Pkwy #206. Edward Jones - Financial Advisor: Adam Wang, CFP®|CIM®|CIWM is rated 5 out of 5 in the category financial consultant in Canada.

Address

3650 Mt Seymour Pkwy #206

Phone

+1 6049249886

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

Mon
8:30AM–5PM
Tue
8:30AM–5PM
Wed
8:30AM–5PM
Thu
8:30AM–5PM
Fri
8:30AM–5PM
Sat
Closed
Sun
Closed

...
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Jessica Pilarczyk

I 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.

C

Claudette Woodbridge

Adam is so knowledgeable and keeps in close contact. He answers all of our questions and helps us make sense of the market and our pension planning. Every transaction is done expediently. Thank you for the wonderful service Adam.

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beata s

we’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!

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Gary Lee

I have been a client of Adam’s for the last 5 plus years and I’m very happy with his professionalism, honesty, integrity, and above all else he is a great listener to your needs and offers sound advise to meet those needs. I feel Adam is more than just a financial advisor, but a great friend who always has your back and best interests. Thank you and keep up the great work, Adam!

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Adam Hunter

I'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!