Financial Planning
We customize financial plans(retirement
financial plan, risk and protection plan, investment plan…) based on your family financial and tax considerations. We implement and monitor those
plans with you.
Estate Planning
We give you suggestions and plans regarding taxes
and processes involved in the family estate planning. We will work together with lawyers when needed to help with your requirements.
Small business investment and estate planning:
We help you plan and implement investments of retained earnings to minimize the tax impact. We work together with lawyers to help you with business estate planning.
Critical Illness
As a living benefit, it helps us to navigate through our most difficult time financially.
Health Insurance
If your workplace do not provide extended health insurance, personal health insurance is the way to look at.
Travel Insurance
Travel insurance can provide a peace of mind and let you or your family enjoy traveling to Canada for vacation.
Life Insurance
Protect your family, accumulate your wealth, pass your legacy, life insurance can help achieve all.
Student Insurance
Provide in bound or out bound students protection from unexpected large medical expenses.
Segregated Funds:
Invest in the public market with a unique protection
Discretionary Portfolio:
Leverage our discretionary portfolio offering to build more diversification in your investment strategy
Alternative Investment:
Add some alternative products into your portfolio to diversity your strategy
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
