Register
About the Candidate
Queensbury Securities Inc.
Queensbury Group was founded in 1987 by a group of respected and experienced financial planning and investment professionals. Its diverse and accomplished team of advisors is drawn from the banking, insurance, securities, trust and financial planning sectors across the country. A key strength of Queensbury Group is the extensive niche expertise offered through its network of individual independent practitioners. The collective knowledge base of experienced advisors is a powerful resource that makes Queensbury a one-stop destination for a full range of planning and wealth advisory services. Queensbury Group由一群受人尊敬且经验丰富的财务规划和投资专业人士于 1987 年创立。 其多元化且成就卓著的顾问团队来自全国的银行、保险、证券、信托和财务规划部门。Queensbury Group 的一个关键优势是通过其个人独立从业者网络提供的广泛的利基专业知识。经验丰富的顾问的集体知识库是一种强大的资源，使Queensbury成为提供全方位规划和财富咨询服务的一站式目的地。
208-2695 Granville St, Vancouver, BC V6H 3H4
604-736-7584


Queensbury Group’s diverse services can be divided into two areas of planning and ongoing advice.


Planning

The planning phase classifies client assets and combines them with available cash flow to develop customized strategies to achieve established long-term goals. The objective is to help clients achieve realistic expectations of their financial goals.


The steps involved in this approach include:

1. Needs assessment

2. Investment objectives

3. Tax planning

4. Estate planning

5. Insurance analysis


Ongoing advice

Once a financial plan has been developed, periodic reviews are conducted (based on individual needs) to ensure that goals and objectives are being met. Ongoing advice may include advisors in the following areas:

1. Asset allocation

2. Investment monitoring

3. Risk minimization

4. Portfolio Optimization

5. Implementation


official website: https://queensbury.com/


Queensbury Group的多元化服务可分为规划和持续咨询两个领域。


规划

规划阶段对客户资产进行分类，并将其与可用现金流相结合，以制定定制战略，以实现既定的长期目标。目标是帮助客户实现其财务目标的现实期望。


此方法涉及的步骤包括：

1. 需求评估

2. 投资目标

3. 税务筹划

4. 遗产规划

5. 保险分析


持续的建议

一旦制定了财务计划，就会进行定期审查（基于个人需求），以确保目标和目的得到实现。 持续的建议可能包括以下领域的顾问：

1. 资产配置

2. 投资监控

3. 风险最小化

4. 投资组合优化

5. 实施


官方网站：https://queensbury.com/