Helping you plan a bright future!
Helping you plan a bright future!
立足大温,专业诚信,十多年资产管理经验,携手公司会计师,律师,专注于新老移民财税规划,基金投资,各类保险。公司总裁 EmilyJin,多年百万圆桌会员。请联系
Tel: 7787891089
Add: 2000-4515 Central Blvd, Burnaby, B.C, Canada, V5H 0C6
Email: emily@emilyjinfinancial.com
携手会计师和税务律师,新老移民财税规划,投资策略,节税省税工具,遗产传承,退休计划设计等。
包括终身人寿保险whole life,阶段性人寿term life,分红保险 participating life, 大病保险critical illness insurance,伤残保险disability insurance, 团体和个人健康险 group and personal health insurance, 紧急医疗旅游保险 emergency medical travel insurance
分隔基金和互惠基金投资Segregated fund and mutual fund investment, 可以开立普通账户以及注册账户,如免税账户TFSA, 注册退休计划RRSP, 教育基金RESP等
分红保险税务优惠 (pdf)
DownloadHow participating life insurance works for you – 70-0088 F55 WISE version (pdf)
Download如何运用分红人寿保险 (pdf)
Download分红人寿保险基础简介 (pdf)
Download在关键时刻提供保障 (pdf)
Download大病保险受保疾病定义 (pdf)
DownloadA look at CI-DI insurance claims (pdf)
DownloadRiskManagedPortfolios Canada Life风险管理投资组合 (pdf)
DownloadSeg funds or mutual funds 分隔基金还是互惠基金,哪种更适合你? (pdf)
DownloadIt is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Add:2000-4515 Central Boulevard, Burnaby, British Columbia V5H 0J5, Canada
Tel: 7787891089
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