Select Page

Life Insurance

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.

Critical Illness Insurance

A well-planned plan is prepared so you don’t have to worry about your finances in case of a critical illness and you can focus on your recovery.

Company Insurance

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

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.

王勤财富管理

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

Our Services

Life Insurance

Critical Illness Insurance

Company Insurace

Travel Insurance

Individual Tax

Company Tax

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

魏先生

魏先生

我本来对保险不放心,觉得他们都是骗子。王勤给我解释了加拿大保险公司不是像中国保险公司,是有保障的。我现在觉得加拿大保险还可以信任。

王女士

王女士

我为我的两个孩子购买了重大疾病保险和人寿保险。王勤为我们提供了很多建议,然后提供了不同的方案。我和她讨论后选择了最符合我经济情况的方案。她很专业,我会把她建议给我的朋友的。

赵女士

赵女士

王勤非常有耐心。我对保险有很多问题和疑问,她对我每一个问题都很仔细和有耐心的答复我了。我在她那里购买了我和我老公两个人的人寿保险。我对她的服务非常满意。我会在她那里给我的孩子购买保险的。

吴先生

吴先生

王勤给我提供了专业的保险建议。她帮助我选择了最适合我收入的保险计划。我很满意她的服务。

王女士

王女士

我在王勤那里购买了我全家的保险。她为我和家人提供了很好的建议。我很推荐她的服务。

李女士

李女士

王会计师为人热心诚恳,经验丰富,从我创业之初就一直为我公司的保险和税务出谋划策,提供了诸多宝贵建议。让我的创业打拼之路无财税后顾之忧。

最低价格触手可及

我们是独立经纪人

我们代理超过20家保险公司

我们代表你

不代表保险公司

随时随地为您服务

持证顾问提供专业税务建议

比较不同公司价格为您节省费用

提供精确方案和建议助您正确选择

远程服务  在线咨询