Edward Jones - Financial Advisor: William Yi Wang, CFP®

Edward Jones Financial Advisor: William Yi Wang, CFP® Edward Jones thinks you should have a conversation about your financial goals. We can help you plan for retirement, save for an education, and manage tax planning. I am a Financial Advisor with Edward Jones, and I am the General Partner. My goal is to deliver personalized wealth solutions. My purpose is to establish connections with people and witness them thrive. I have been working together with Edward Jones since 2009. We cooperate with our clients and our team to develop actionable plans. These plans include solid investment and estate planning, tax-efficient insurance solutions, goals-based planning, and tax-efficient insurance products. Through a well-defined process, which involves comprehensive client discovery to articulate the most crucial financial considerations, we provide transparent costs, strong governance, and high fiduciary duty. My clients live in beautiful South of Surrey/White Rock BC; hence I meet them wherever they choose, either at home, at their office, or via Zoom/WebEx. The group of clients I serve includes land developers and executives, to include professionals like lawyers, accountants, engineers, and dentists. I became a Certified Financial Planner (CFP) in 2013. My passion for financial planning and my belief that I could satisfy my clientele's changing requirements by being a Certified Financial Planner led me to obtain this title. For my clients' comfort, I adhere to our company's investment strategy principles, allowing for a conservative investment approach, which emphasizes income generation, capital protection, and long-term outcomes.