I’m a financial advisor with Edward Jones for more than 20 years, a financial services firm dedicated to serving the needs of individual investors. With more than 20,000 advisors across the United States and through the firm’s affiliate in Canada*, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. I am a registrant with IIROC and a Certified Financial Planner® professional. I also have the CIM (Chartered Investment Manager) & FCSI (Fellow of the Canadian Securities Institute) designations. By adopting a well-established process, our professional branch team works with individuals, professionals and business owners to enrich their quality of life through savvy retirement and estate planning, wealth management, investments, and risk assessment. With guidance, knowledge and resources from our corporate head offices in Canada and in the U.S., we partner with our clients to create tailored-made financial strategies with the right investments that are personalized to fit each of our clients' unique life goals, while remaining responsive to change and monitoring each client's portfolio often. Please call or stop by my office, or visit www.edwardjones.ca/alan-yiu for more information.
*Edward Jones is a limited partnership in Ontario, Canada, and is a wholly owned subsidiary of Edward D. Jones & Co., L.P., a Missouri limited partnership (“Jones US”). Jones US and its parent do not guarantee the obligations or liabilities of Edward Jones.
