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了解加拿大保险和基金投资,实现资产增值与传承 - 永明金融专业顾问 Aida Zou 为您服务

  • 信息编号 2202161
  • 更新时间: 2019/05/09 10:50:06
  • 联 系 人 : Aida Zou
  • 电  话: 778-990-9912
  • 电子邮件:
  • 微  信: aida0729
  • 语  言: 国语,英语
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了解加拿大保险和基金投资,实现资产增值与传承 - 永明金融专业顾问 Aida Zou 为您服务

作为永明金融的专业顾问,我能帮您明确您的财务目标,为您量身定制理财方案,并根据您目标和需求的改变及时调整您的方案。

 

针对以下事项,我能给您提供专业的建议:

——管理日常开支

——为未来储蓄

——保障您的储蓄

——在经济动荡期间为您争取机遇,规避风险

——在房贷压力下保障您的房屋所有权

——帮助您支付日常和意外的医疗开销

——享受退休生活

 

制定理财方案时,我们应该考虑哪些事项?

——不可控事件:疾病或意外造成的财务影响

——可控的优先事项:生活水平,退休计划,孩子的抚养和教育

——税务问题:延税、节税、避税的方法

 

我们的理财方案会随着您财务目标和需求的改变而调整,作为您的顾问,我会帮助您制定一个长期全面的理财方案,让你在年轻奋斗时没有后顾之忧,在退休养老时享受富足人生。

 

——投资回报差,亏损了怎么办?如何填补亏损?

——物价上涨,通货膨胀,存款越来越不值钱怎么办?

——身体状况变差或发生意外怎么办?收入受影响以及额外的开销如何解决?

——资产如何传承?如何将财产最大化最快速的留给家人?如何做慈善捐款?

 

我将帮助您解决上述问题,并为您制定理想的退休生活方案。

 

扫描下方二维码咨询理财规划,让您的财富人生早日扬帆起航!

了解加拿大保险和基金投资,实现资产增值与传承 - 永明金融专业顾问 Aida Zou 为您服务

At Sun Life Financial, we can help you set clear financial goals, create a plan based on your needs, and make adjustments as your needs or goals change.

 

As your advisor, I'll help you take into account these and other considerations:

- Managing day-to-day expenses

- Saving for the future

- Protecting your savings

- Staying on track during economic uncertainty

- Securing your home with mortgage protection

- Helping to cover routine and unexpected health expenses

- Enjoying retirement

 

What should you think about when building your plan?

- Non-controllable events - the financial impact of an illness or accident.

- Controllable priorities - your goals for a comfortable lifestyle, retirement and your children's future

- Tax solutions - ways to defer, reduce or eliminate taxes

 

Your plan is flexible so you can make adjustments as your needs and goals evolve over time. As your advisor, I will help you create a long-term plan that considers the bigger picture as you make the transition from your working years into retirement.

 

- What happens if my investments perform poorly, causing me to lose money? How will my investment recover?

- Will inflation and increasing costs erode my savings?

- What will I do when my health changes or if my spouse has an accident? What if my income is affected or I have extra expenses?

- How do I want to be remembered? Do I want to leave an inheritance for my family? Do I want to leave money to a worthy cause?

 

You'll have a strategy that helps address these questions - and a plan for the retirement you want.

  

Contact me today and start your plan! It's never too early. It's never too late.

了解加拿大保险和基金投资,实现资产增值与传承 - 永明金融专业顾问 Aida Zou 为您服务

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    商家:Aida Zou

    地址: 1508 West Broadway, Suite 701

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