产品服务

Mutual funds

Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. (“Investia”).  Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia.

Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market product investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund and exempt market product investments are not guaranteed, their values change frequently, and their past performance may not be repeated.

 

  • Insurance

Insurance products are provided through multiple insurance carriers.

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财富管理

财富保障与传承方案
资产配置规划
投资组合管理
退休规划

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税务规划

家庭综合财务规划
个人及家庭税务申报
公司税务规划
公司税务申报
房产税务申报
个人及公司海外资产申报
公司注册
家庭信托规划

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保险规划

分红式人寿保险
重大疾病保险
公司保单
保险信托
长期护理保险
访客医疗保险

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资产传承规划

遗嘱
信托
保险
公司资产传承
财富传承工具选择

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退休规划

注册退休计划(RRSP)
免税储蓄账户(TFSA)
加拿大退休金计划(CPP)
加拿大老人金计划(OAS)
加拿大低收入补贴(GIS)

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金融培训

人寿及医疗保险证书LLQP

加拿大证券课程CSC

注册财务规划师CFP

特许金融分析师CFA

特许财富传承与遗产规划师CLU