Lucy Fei Zhuang
Profession: Financial Advisor
Location: Vancouver (Cambie St), British Columbia, Canada
Organization: Edward Jones
Overview
Lucy Fei Zhuang (庄菲) is a Financial Advisor and Limited Partner at Edward Jones, based in Vancouver, British Columbia. She holds multiple professional designations including CFP®, CIM®, and FCSI®, and serves clients in the Greater Vancouver area.
Professional Certifications
| Certification | Description |
|---|---|
| CFP® | Certified Financial Planner |
| CIM® | Canadian Investment Manager |
| FCSI® | Fellow of Canadian Securities Institute |
| DFSA™ | Derivatives Fund Specialist Advisor |
Education
- Ivey Business School at Western University
Professional Background
Edward Jones
- Position: Financial Advisor, Limited Partner
- Address: 3388 Cambie St, Vancouver, BC
- Company History: Founded in 1922
- Scale: Over 15,000 advisors across the United States and Canada
Service Approach
- One-on-one personalized service
- Focus on individual investor needs
- Comprehensive financial planning advice
- Helping clients achieve their financial goals
Recognition in Chinese Community
Lucy Fei Zhuang has high recognition in the Greater Vancouver Chinese financial community. She holds multiple professional qualifications including CFP and CIM, and is a well-respected financial expert in the local Chinese community.
Social Media
- LinkedIn: https://ca.linkedin.com/in/lucy-zhuang-76405b123
- Facebook: https://www.facebook.com/EJAdvisorLucyFeiZhuang/
- Company Website: https://www.edwardjones.ca/ca-en/financial-advisor/lucy-zhuang
Contact Information
- LinkedIn: https://ca.linkedin.com/in/lucy-zhuang-76405b123
- Website: https://www.edwardjones.ca/ca-en/financial-advisor/lucy-zhuang
This page is part of the Vancouver People Directory.
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