GROW YOUR WEALTH STEADILY

Every family is different, and we listen to your unique requirement

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.

Founder Mr. Bao used to work in IBM and Mckinsey, and managed large multi-million dollar projects. After he moved to Canada, Mr. Bao has been devoting his time in the investment and insurance businesss. He has earned many prestigous designations including Million Dollar Round Table(MDRT), Charted Life Underwriter(CLU), Certified Financial Planner(CFP)

Financial Planning

• Financial Planning

• Tax Planning

• Estate Planning,

• Small Business Planning

Risk Management

• Life insurance

• Critical Illness insurance

• Business insurance

• Health Insurance

• Travel Insurance

• Long Term Care Insurance

Investment Strategies

• RRSP, RESP, TFSA

• Segregated Funds

• REITs

• Private Equity


Please leave your brief information, We will get in touch with you as soon as we can.


Email: info@goldstonefinancial.ca
Phone: 647-471-7321
Address: Suite 306, 85 Enterprise Blvd, Markham, ON