Hillary Wealth Management has established long-standing collaborative relationships with major banks, insurance companies, and fund companies over the years. The investment firm helps its individual and business clients invest in various portfolio solutions offered by these companies to scientifically manage their wealth and legitimately accomplish tax reduction goals. HWM is also dedicated to assisting its clients to achieve long-term and stable wealth appreciation through providing professional services including tax-planning, investment, guarantee, inheritance, and trust.
海纳瑞财富管理公司与各大银行,各大保险公司,各大基金公司建立了长期友好合作关系,致力于帮助客户和企业通过合理运用各大银行,各大保险公司,各大基金公司的投资理财产品组合,帮助客户和企业科学管理财富,实现合理合法节税省税避税免税,为家庭和企业的财富与资产增长提供税务,投资,保障,传承,信托整体优化组合解决方案,为客户家庭和企业达成财富与资产长期稳健增值而尽心尽力。
Specializes in:
High net worth individual/family fiscal and tax planning
Enterprise Tax Planning
Retirement and inheritance planning
Investment and mortgage planning
Registered account RRSP, RESP, TFSA and non -registered account investment strategies
专精:
高净值个人/家庭财税规划
企业税务规划
退休与传承规划
投资与房贷规划
注册账户RRSP,RESP,TFSA与 非注册账户投资策略
Hainari Wealth Management mainly acts as the proxy for the sale of high-end investment products from major banks, insurance companies, and fund companies in Canada.
Represented banks: Scotiabank, Manulife Bank, B2B Bank, National Bank, Equitable Bank and others.
Represented insurance companies: Canada Life, Sun Life, Manulife, IA Financial Group, Equitable Life, and wealth management products from major fund companies.
海纳瑞财富管理公司主要代理和销售加拿大各大银行,各大保险公司,各大基金公司的高端金融产品。
主要代理银行: Scotiabank, Manulife Bank, B2B Bank,National Bank, Equitable Bank 等金融产品;
主要代理保险公司: Canada life , Sun Life,Manulife , IA Financial Group, Equitable Life 以及各大基金公司的投资理财产品。