Edward Jones Advisor - Felix Wong PFP ®
8780 Blundell Road unit 150, Richmond, BC
(5)
8780 Blundell Road unit 150, Richmond, BC
(5)
Edward Jones is a full service brokerage firm that has been recognized by J.D. Power as #1 in Investor Satisfaction for 9 out of 11 years.
WHO we are:
My team and I are a dedicated financial advisory group, delivering customized, tax-efficient investment solutions to individuals in the Lower Mainland.
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5 customer reviews
Devon Wyatt
Felix is one of the smartest investment professionals I have ever met. His knowledge of how the big banks work is insightful and his ability to advise on best options, planning and products is exceptional.
He is therefore highly recommended.
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Zach
Felix reached out immediately after our initial needs were conveyed. Through Zoom, he was able to review our statements and give us financial advisory.
I highly recommend his services, and have confidence that he can manage our family's portfolio.
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Andrea
Felix and I touched base after reviewing our needs together over the phone.
He explained the fees he charged in detail, and helped us plan for our existing registered accounts.
I am happy we went through the retirement process with him.
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Justine
Felix contacted me for my needs through the Bark app, and he was a professional and knowledgeable advisor.
Apart from giving me constructive advice on my situation, he also shared ways of building my portfolio in a tax efficient and diversified manner.
I would recommend having him as an investment advisor.
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Reply from Edward Jones Advisor - Felix Wong PFP ®
Thank you for the review Justine! Hope we can continue serving you for your financial needs.
George
I met Felix from a Bark request and he has been an absolute pleasure to work with. I was so uncertain about what to do with my investments that I had with several different banks.
Felix helped me consolidate everything together and made a plan for me so that I could retire by 60!
He even helped me with estate planning and taking care of my disabled niece.
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What do you love most about your job?
I love the fact that we can make a meaningful impact on families, and how they plan for their financial future.
What inspired you to start your own business?
The fact that I can truly give unbiased financial advice to clients, and work with individuals with a common mindset, is what inspired me to start my own advisory.
Why should our clients choose you?
How many times have you entered a financial institution, only to find a different advisor serving you? Our team is dedicated to serving you and your family, and finding a solution that fits your schedule and investment timeframe.
Can you provide your services online or remotely? If so, please add details.
Yes, our accounts all have online access, advisors have the capability to meet via Zoom, and sign paperwork via Docusign.
What changes have you made to keep your customers safe from Covid-19?
We are currently sanitizing all areas of contact daily, as well, keeping face-to-face meetings to a minimum.
Financial Advice
Through understanding the needs of you and your family, we give tailored advice to help meet your financial goals. We follow an established process to give research-driven recommendations, and robust investment advice.
Business Planning
Whether it be planning for your holding company, investing through your business, or transitioning your legacy, our team can develop a customized solution for you.
Life Insurance
Planning for the unexpected is crucial, given these trying times. Talk to us to ensure there is a plan for every curveball life throws at you.
