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.

创始人包磊先生。移民前先后在IBM和Mckinsey等全球顶尖战略咨询公司任职,管理过金额数亿的项目,移民后从事机构另类投资以及基金和保险业务至今。先后获得保险和投资领域的各项殊荣,包括:百万圆桌会员(MDRT),特许人寿理财师(CLU), 特许财务规划师(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