top of page

我们的服务

图片.png

我们提供全面的财务规划,指导客户为人生的各个阶段做好准备:

  • 现金流管理

  • 节税策略和规划

  • 风险控制与保险规划

  • 投资配置和管理

  • 退休收入计算和规划

  • 遗产规划

工具与策略

Discover holistic financial planning for every life stage: cash flow, tax strategies, risk management with insurance, investm

免税储蓄账户

Discover holistic financial planning for every life stage: cash flow, tax strategies, risk management with insurance, investm

注册退休收入基金

Discover holistic financial planning for every life stage: cash flow, tax strategies, risk management with insurance, investm

个人保单

Discover holistic financial planning for every life stage: cash flow, tax strategies, risk management with insurance, investm

注册养老储蓄账户

Discover holistic financial planning for every life stage: cash flow, tax strategies, risk management with insurance, investm

非注册账户

Discover holistic financial planning for every life stage: cash flow, tax strategies, risk management with insurance, investm

公司保单

Discover holistic financial planning for every life stage: cash flow, tax strategies, risk management with insurance, investm

首房储蓄账户

Discover holistic financial planning for every life stage: cash flow, tax strategies, risk management with insurance, investm

投资型贷款

Discover holistic financial planning for every life stage: cash flow, tax strategies, risk management with insurance, investm

房屋净值信贷

Discover holistic financial planning for every life stage: cash flow, tax strategies, risk management with insurance, investm

注册教育储蓄账户

Discover holistic financial planning for every life stage: cash flow, tax strategies, risk management with insurance, investm

保险退休项目

Discover holistic financial planning for every life stage: cash flow, tax strategies, risk management with insurance, investm

锁定退休账户

Discover holistic financial planning for every life stage: cash flow, tax strategies, risk management with insurance, investm

即时融资计划

免税储蓄账户

免税储蓄账户

注册退休收入基金

注册退休收入基金

个人保单

个人保单

注册养老储蓄账户

注册养老储蓄账户

非注册账户

非注册账户

公司保单

公司保单

首房储蓄账户

首房储蓄账户

投资型贷款

投资型贷款

房屋净值信贷

房屋净值信贷

注册教育储蓄账户

注册教育储蓄账户

保险退休项目

保险退休项目

锁定退休账户

锁定退休账户

即时融资计划

即时融资计划

選擇您的定價方案

  • Basic Finance 101

    300CA$
    Basic Personal Consultancy
    有效期 24 個月
    • Individual tax saving plan
    • Investment analysis and suggestion
    • Retirement plan and proposal
    • Online resources
  • 最超值

    Advanced Finance

    500CA$
    Advanced Personal Consultancy
    有效期 24 個月
    • 1 Monthly goal setting meeting
    • Unlimited individual sessions
    • Online resources
    • Phone support
    • Monthly newsletter
  • Expert Home Finance

    0CA$
    Comprehensive Consultancy and Execution
    免費方案
    • 1 Monthly goal setting meeting
    • 4 Individual sessions
    • Online resources
    • 1 Guest pass
    • Phone support
    • Weekly newsletter
    • Priority support

© 2035 ACHIGO

电话:1-416 939 8799

电子邮件:cycy.jennifer@gmail.com

地址:80 Tiverton, Markham, ON L3R 04G

  • LinkedIn
  • Instagram

想增长您的财富?请订阅我们了解最新资讯!

bottom of page