Edward Jones
Unit 10, 2404 Centre Street NE T2E 2T9 Calgary, AB, Canada
Category
General Information
Locality: Calgary, Alberta
Phone: +1 403-230-3483
Address: Unit 10, 2404 Centre Street NE T2E 2T9 Calgary, AB, Canada
Website: www.edwardjones.ca/alan-yiu
Likes: 2
Reviews
Facebook Blog
It's time for your weekly market update from Edward Jones.[EDJ2021]
What's your starting point? When it comes to your financial future, it starts with answering 6 simple questions on what you're most hopeful for and any concerns you may have. Take the quiz, download your results and we'll help you identify actionable steps you can take to turn your vision into a reality that is unique to you and your financial goals. Get started today! [EDJ2021]
It’s uncertain how long the length of your retirement will be, and your goals and situation may change over time. It’s a good idea to check in with me regularly to review your plan and to make any adjustments as necessary.[EDJ2021]
Sometimes things don't work out quite the way you plan. If you're facing a layoff or buyout, we want you to know you have options and factors you can control during this life change. I'm here to help you make decisions that can affect your future. [EDJ2021]
Divorce can be stressful and heartbreaking, but you can avoid making a bad situation worse by ensuring your financial life is in order. Here are some steps to take if it happens to you or someone you know. I'm here for your you find your path forward. [EDJ2021]
Have you ever asked yourself if your money will last throughout the duration of your retirement? You may feel more confident about your answer if we work together to prepare a savings strategy that works for you. This way, you can feel more in control and get the answers to all your what if and how to questions. {EDJ2021]
Edward Jones Canada is proud to be the title sponsor of this year's Wealth Professional's Women in Wealth Management virtual conference on December 1st, connecting advisors from across the country and industry to inspire and innovate, exchange ideas, discuss experiences, and make progress towards real change. Hear from our President, David Gunn, as he kickstarts this conference and from our senior strategist, Nicole Ewing, who will be moderating a session about Women and The New Retirement. You can learn more and sign up here.
I can explain the importance of different types of insurance (life, disability, long-term care, etc.) and help you determine if you have adequate coverage.
Take some time to share money lessons with your children. Teaching them the value of a dollar and how to save for the long-term can help build financial literacy and help them navigate their finances as adults.
While it’s important to keep a close eye on your savings and spending habits, it’s equally important to stay focused on the things that keep you safe and healthy, whatever that means for you. Learn more here.
November is Financial Literacy Month, which means that there’s no better time to be revisiting your finances! Get in touch with me today to learn more.
It’s always a good idea to save some cash saved for a rainy day. Having 3-6 months worth of living expenses means if something unexpected happens it won't throw you too far off your goals. I can help you calculate how much cash you may need to fill your rainy day bucket.
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