Edward Jones- Financial Advisor: Esther Jian

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Edward Jones- Financial Advisor: Esther Jian Hello! Thanks for viewing this Page. I have been serving individual clients in lower mainland in BC for their financial needs since 2012 I joined Edward Jones.

Our expertise and best suited clientele are Investor Immigrants from Asia; Working Professionals; Business Owners (Retired or working); Lawyers (Retired or working). Our service include: Insurance services, Investments planning, Estate Planning, Retirement Planning and Financial Management. I hold a CFP®. Our office is located in Kerrisdale. You may phone or send us an Email to inquire for your financial needs.

11/02/2026

Experiencing financial caregiving changes how people think about their own future. Our research with Age Wave and The Harris Poll 2026 showed that more than three-quarters of Canadian caregivers say the role has changed how they prepare, prompting them to get their finances in order, update their wills and seek professional guidance.

Book a call with me and let's talk about how to support your loved ones while also securing your own future.

10/15/2026

Missed our webinar, Is Now a Good Time to Invest? You can now watch it on demand.

Learn why staying invested through market ups and downs has historically rewarded long-term investors, the real cost of trying to time the market, and how a financial strategy can help you stay focused when markets feel uncertain.

For informational purposes only. This webinar is intended for educational purposes and should not be considered investment, legal, tax or financial advice. Consult qualified professionals regarding your individual circumstances.

Tuesday, September 29, 2026 at 4:00 PM Eastern Daylight Time.

09/28/2026

I'm deeply grateful to share that Edward Jones has been recognized as the No.1 Wealth Management Firm for Advised Investor Satisfaction in the JD Power 2026 Canada Investor Satisfaction Study, our 10th award in 14 years! 🏆

What makes this recognition especially meaningful? It came directly from our clients. They rated us highest in:

• Trust
• People
• Products meeting their needs
• Ease of doing business

This demonstrates what I've always believed: When you truly understand what your clients are trying to achieve — their goals, their concerns, their dreams for their family — everything else falls into place.

To my clients: Thank you for your trust. This recognition belongs to you and reflects the relationship we've built together.

If you've been considering personalized financial guidance, let's talk about your future. I'd welcome the opportunity to show you the difference this approach can make.

For JD Power 2026 award information, visit jdpower.com/awards

Happy Mid-Autumn Festival!
09/24/2026

Happy Mid-Autumn Festival!

09/21/2026

Where you hold your investments can be just as important as what you invest in. Asset location is a strategy that helps place investments in the accounts that may offer the greatest tax efficiency, helping you keep more of what you earn over time.

A thoughtful approach can make a meaningful difference to your long-term financial goals.

If you have questions about whether your portfolio is tax efficient, reach out to me or book a call to discuss your options.

Edward Jones, its employees and financial advisors do not provide tax or legal advice. Consult a qualified tax or legal professional regarding your personal situation. This content is for informational purposes only.

09/17/2026

How are women investors redefining wealth?

I’m excited to share this special collaboration between Edward Jones and Atlantic Re:think that explores how women investors are planning for health, purpose, family and overall well-being. Is this you? Let’s chat about it.

Learn more: https://bit.ly/4riir45

09/08/2026

Dreaming of a home in the U.S. for winter escapes? You’re not alone.

But when planning a property purchase south of the border, it’s critical to understand the potential tax implications:

• U.S. estate tax may apply over $60K USD
• Foreign property over $100K CAD? Reporting may be required in Canada
• Rental income may face a 30% withholding tax (or require U.S. filings)
• Selling? Up to 15% may be withheld on the proceeds
• Too much time in the U.S. could make you a tax resident

You can enjoy your winters in the sun, but knowing your tax obligations upfront can help you avoid costly surprises.

Before signing a purchase agreement, speak with a cross-border tax professional to understand how it fits into your overall financial plan.

Edward Jones, its employees and financial advisors do not provide tax or legal advice. Consult a qualified tax or legal professional regarding your personal situation. This content is for informational purposes only.

09/03/2026

Many people think financial planning means picking investments, but investing is just one piece of a much bigger picture.

A real financial plan starts with your goals:

• Paying for your child's education
• Buying that dream cottage
• Retiring on your terms
• Leaving a legacy

Those goals are supported by a strategy where seven components work together:

âś… Financial management
âś… Asset management
âś… Tax considerations
âś… Retirement planning
âś… Risk management
âś… Estate planning
âś… Business planning

Alignment across these areas is what turns a strategy into a real plan.

Let’s talk about building a plan that puts you in control of your financial life.

A new school year is just around the corner, and for many families that means it's time to start drawing from an RESP.Ju...
08/28/2026

A new school year is just around the corner, and for many families that means it's time to start drawing from an RESP.

Julie Petrera, our Director of Financial Planning at Edward Jones Canada, shared some helpful perspective in The Canadian Press on the mistakes to avoid — like taking from the wrong portion of the account first, or leaving too much invested in equities too close to withdrawal time.

We work with media to share insights like these because the families we serve are asking these same questions every day. By contributing to credible publications, we help bring timely, trustworthy guidance to clients and families across Canada — not just in our own communities, but wherever these conversations are happening.

If education planning is on your mind, reach out. We're here to help.

As the school year approaches, families across the country are getting ready to tap into their registered education savings plans.

Address

Suite 201, 2232 W 41st Avenue
Vancouver, BC
V6M1Z8

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Telephone

+16042638508

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