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Wise Planning Corp. 嘉信财富管理

Job Postings
280-8351 Alexandra Rd, Richmond BC V6X 3P3, Arizona

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About Wise Planning Corp. 嘉信财富管理

Wise Planning Corporation

Wise Planning Corporation is a comprehensive wealth management company in Canada to provide professional investment, financial management, and insurance services, founded in 2010.The company’s business covers life, travel, health, general insurance, and financial planning. Jessie Li, the founder of the company, graduated from University of Regina, Canada, majoring in accounting. She is a licensed insurance consultant and a tax planning expert. She is granted with global certified financial planner (CFP) title, also a top member of Million Dollar Round Table (TOT, MDRT).Our company committed to the highest standards of business ethics and good governance.

The top Canadian insurance companies are on our partnership list such as Manulife Financial, Sun Life, Equitable Life, Royal Travel Insurance, Canada Life, Tugo Insurance, and Wawanesa Insurance that provide the security that your money is well managed.

Phone:

+1 778-200-2866

URL:

https://wpcins.com/zh/?lan=zh

Company Details

Hours of Operation
Monday-Friday 9:00-17:00

Contact Information

Company Name
Wise Planning Corp. 嘉信财富管理
Location
280-8351 Alexandra Rd, Richmond BC V6X 3P3, Arizona