简中
About Us
We are focusing on providing financial advisory to Chinese immigrants living in Canada. With over ten years’ experience devoting to a variety of financial products and services such as life insurance, tax planning, overseas asset allocation and financial lectures, our professional financial advisors and CPAs promise to offer the best suited option for each client.
We provide a wide range of life, health, and travel insurance products with professional and customized recommendation.
We see safety and stability as the key strategy to ensure your long-term financial security.
Our professional CPAs provide clients with tax consultations, tax reporting and other tax services.
We provide customized and professional advices to help you avoid risks and gain returns in the ever-changing investment market.
Our multi-perspective seminars aim to enable each guest to gain financial knowledge and broaden horizons.
This is our platform to serve our customers in return to their support and add color to their immigrant life.
Latest News
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(简中) 美国宣布取消中国发展中国家优惠待遇，有何影响？
(简中) 据界面新闻2月18日报道，日前，美国贸易代表办公室在联邦纪事发布公告，宣布取消25个经济体的WTO发展中国家优惠待遇，其中包括中国和中国香港。
Tuesday February 18th, 2020 -
(简中) 非常时期值得关注的人寿保险计划
(简中) 在现代社会人寿保险受到广泛的认可和欢迎，除了具有永久效力的终身保险，还有一种定期效力的期限型人寿保险（Term Life）。
Tuesday February 18th, 2020 -
(简中) 疫情经济坍塌 专家：中国首季增长或为负6%
(简中) 中国新冠病毒肺炎持续蔓延，投资管理机构Guggenheim Partners全球投资长2月13日表示，一些投资人低估了武汉肺炎疫情对中国经济的影响；他预测Q1（第一季度）GDP增长最惨为负6%。
Friday February 14th, 2020