Paragon is committed to a rigorous approach to financial planning that considers all relevant aspects of the client's financial situation in order to identify and analyze the unique circumstances of the client.
Paragon 致力于采用严格的财务规划方法,考虑客户财务状况的所有相关方面,以识别和分析客户的独特情况。
Building Wealth
Wealth Management Services
By developing personalized wealth management strategies, diversifying and avoiding short-term distractions, Paragon Financial Services Inc aims to help clients create and preserve wealth to achieve their financial goals.
Retirement Planning
Paragon Financial Services Inc takes a long-term view of the client's financial situation and helps them create a life after work that is as carefully planned as the life they had while working.
Tax Planning
Education Planning
For parents, grandparents and caregivers, careful early planning and saving will minimize the high cost of higher education.
建立财富
财富管理服务
通过制定个性化的财富管理策略、多元化和避免短期干扰,Paragon Financial Services Inc 旨在帮助客户创造和保存财富以实现其财务目标。
退休计划
Paragon Financial Services Inc 以长远的眼光看待我们客户的财务状况,并帮助他们打造与工作生活一样精心规划的下班后生活。
税务筹划
教育规划
对于父母、祖父母和看护人来说,仔细的早期计划和储蓄将最大限度地降低高等教育的高成本。
Protecting Wealth
1. Risk Management
2. Succession Planning for Business Owners
3. Charitable Giving
4. Estate Planning
保护财富
1. 风险管理
2. 企业主继任规划
3. 慈善捐赠
4. 遗产规划
official website: https://www.paragoninc.ca/