Create Roadmap to Wealth
With thousands of investment products on the market, we use our expertise in financial planning, insurance and investment to help you achieve YOUR goals. we customize plans to suite your life goals, and we implement those plans together with you.
About Us:
Located in Markham, Ontario, Goldstone Financial provides holistic financial planning services to clients in Ontario Including risk management, tax planning, retirement planning, investment strategies, estate planning and small business planning.
Our Approach:
- Understand your goal: Every family is different, we understand your unique requirements
- Planning: We work with you to plan the whole picture including risk management, investment strategy, estate planning and tax planning
- Implement: Based on your plan, we help you compare various investment and insurance strategies on the market and implement the best-suite-you portfolio
- Review: Our work does not stop at implementation. We continuously work with you to understand your changing requirements and update our plan and portfolio.
Investment Presentation Material
Community Investment Seminar
Community Events for 2019 Chinese New Year
Investment Conference
Community Events for 2019 Chinese New Year
Sunlife Elite Advisor Conference
Sunlife Elite Advisor Conference
Investment Presentation
Citistar Financial 2020 Award Conference
Investment Presentation
Office Photos
Investment Presentation
Summer Community Activity
Citistar Financial 2020 Award Conference
Community Investment Seminar
Office Photos
Manulife Elite Conference
Manulife Elite Conference
Real-estate Funds Investment Conference
Please leave your brief information, We will get in touch witht you as soon as we can.
Email: derrickbao@yahoo.com
Phone: 647-471-7321
Address: Suite 306, 85 Enterprise Blvd, Markham, ON
