There are many factors to consider when preparing your investment plan, such as your family, your health status, your income, your expectation, etc. This is why our insurance experts from our wealth management team will interact with tax experts and legal experts and work closely together to design an investment plan that best suits your situation and needs.
In Canada, fund investment is a relatively common option for non-professional investors. Funds are managed and invested by professional financial experts in order to achieve the best level of return and diversify investment risk.
Travel insurance is an insurance product designed for travelers and generally includes medical expenses, emergency medical transportation, travel delays or cancellations, personal baggage, personal accidents, return expenses, etc., and travelers can be compensated if these events happen, so the purchase of travel insurance is the most necessary part of travel.
Canadian and American CPA
Our team is led by Ms. Wang Qin, a certified accountant and financial planner in Canada and the United States. She is committed to the tailoring of financial planning and tax programs for individuals and corporate clients. We are particularly good at asset inheritance planning, pension schemes, children’s and young people’s dividend insurance schemes. At the same time, we act as an agent to set up companies, individuals and companies bookkeeping and tax returns. We also provide tax planning for the establishment of family trusts, property trusts, and non-resident trusts.
Independent and Impartial
We represent more than 20 insurance companies and we will recommend the best insurance and capital preservation fund for you based on your income, assets and tax situation. We will provide you with impartial and objective advice. We don’t represent any insurance company, we represent you!
Our insurance company partners
Critical Illness Insurance
Whether your goal is to retire, fund your children’s education, provide financial security for your family, or build a successful career, our professional financial planning team can help.
What Clients Say About Us