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Monday 8:30am - 5:30pm Tuesday 8:30am - 5:30pm Wednesday 8:30am - 5:30pm Thursday 8:30am - 5:30pm Friday 8:30am - 5:30pm

Edward Jones - Financial Advisor: Lucy Fei Zhuang

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Edward Jones - Financial Advisor: Lucy Fei Zhuang

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Edward Jones is a financial - services firm dedicated to serving the needs of individual investors.

I’m a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With more than 15,000 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. My branch office administrator and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/lucy-zhuang 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.

11/03/2026

Financial planning looks at a lot more than your investment portfolio—it looks at the bigger picture of your life, your goals, and how you want your money to work for you. And while every financial plan is unique, there are a few things you should consider beyond investing to lay the groundwork for a solid financial future.

Investments are tools. A financial plan is the blueprint. Together, they help you build and experience the life you want.

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.

11/02/2026

Did you know that 84% of Canadians say that learning about money in school would have meant less financial stress today?* The good news is that it’s never too late to learn! Build your knowledge with our free Financial Fitness courses to set yourself up for success at every stage of life.

*Source: Pollara Strategic Insights.

The Financial Fitness program is provided for informational and educational purposes only and should not be considered individualized financial, legal, tax or investment advice.

The Financial Fitness courses are designed to boost financial literacy and give Canadians the tools to build financial knowledge.

11/01/2026

Bonds can play an important role in a diversified portfolio, whether your goal is generating income, managing risk or balancing your investment mix.

Understanding how different types of bonds may fit into your overall financial strategy can help you make more informed decisions.

If you'd like to discuss how bond holdings could fit your financial goals, book a call with me and we can discuss what approach aligns with your goals.

Learn more about your portfolio’s performance, and check out our recommendations for disciplined investors.

10/31/2026

The market rotation away from technology continued this week as investors appear to focus on cash flow following mixed results from AI-related companies.

How did the markets perform this week? Get the highlights and the latest economic news.

10/31/2026

This Halloween, the scariest thing you see shouldn't be your finances. We're here to help you with financial planning, strategy, and goal-setting—no tricks, just treats! Have a safe and happy Halloween.

10/30/2026

The Bank of Canada has raised its policy rate to 2.5%.

While rate changes can create uncertainty, they can also be a good reminder to revisit your financial plan. Whether you're managing debt, building savings, investing for the future, or planning for retirement, understanding how today's rate environment may affect your goals is important.

If you have questions about how higher interest rates may affect your financial plan, let's talk.

10/29/2026

Take a look at the Edward Jones of today.

A Firm with real national scale yet local enough to build meaningful relationships. It's a rare combination. And it's growing.

If you're an experienced advisor who's built something real but feels like you're doing it without the right support, modern technology, or an inclusive and collaborative culture
behind you — let's have a conversation.

DM me directly - would love to connect.

10/28/2026

Edward Jones, in collaboration with Age Wave and The Harris Poll, conducted research on the true cost of caregiving for Canadians. Julie Petrera, Director of Financial Planning at Edward Jones, spoke with BNN Bloomberg, on The Close to discuss the findings: more than 70% of people enter the caregiving role without having planned for it, caregivers cover an average of $7,025 annually out of pocket, and people are taking time off work or even relocating to provide care. Watch the interview to learn more. And if you think you may become a caregiver or need to provide care at some point in the future, reach out and let's plan for that.

Julie Petrera, director of financial planning at Edward Jones Canada, joins BNN Bloomberg to discuss the impact of caregiving on Canadian's financial planning.

10/27/2026

Financial literacy is an essential life skill that can help you make the right money moves for your goals. And we want to make financial literacy accessible to all Canadians. That’s why we created free courses to help develop your financial fitness. Get the knowledge you need to feel confident about your financial situation today, tomorrow and for years to come.

The Financial Fitness program is provided for informational and educational purposes only and should not be considered individualized financial, legal, tax or investment advice.

The Financial Fitness courses are designed to boost financial literacy and give Canadians the tools to build financial knowledge.

Address

3388 Cambie Street
Vancouver, BC
V5Z2W5

Opening Hours

Monday	8:30am - 5:30pm
Tuesday	8:30am - 5:30pm
Wednesday	8:30am - 5:30pm
Thursday	8:30am - 5:30pm
Friday	8:30am - 5:30pm

Website

https://www.edwardjones.ca/lucy-zhuang

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