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关于我们

我们是一家跨代金融咨询公司。独立客观的视角,经验丰富的专业团队。

我们专注于财富代际传承,让千禧一代对自己的财务有底气、有信心,生活更开心。

企业宗旨

每个人都有心目中理想的生活。拥有自己的房子,环游世界,看着孩子幸福的长大。

在纬达财富,我们透过财务规划的方式,帮助您实现心目中理想的生活。

我们精通加拿大税务,保险, 投资等财富管理。20年来,纬达财富管理团队兢兢业业,业绩斐然,成为理财行业中的翘首。

让我们一起策划与实现您的理想!

客户评语

Minh N.
零售品类经理

信任你的理财规划师是关键。在过去的几年里,我非常放心地把我的财务事宜交由Shilan管理。Shilan在她的专业领域知识广博,能够将复杂的概念变得容易理解。这让我在投资并不太熟悉的新投资组合或新产品时感到信心满满。我已经向我的许多朋友及熟人推荐了Shilan,并将继续这样做!

Kingsley C.
科技公司首席财务官

知识丰富,工作勤奋和全局战略, Shilan 帮助我了解人寿保险的复杂性,并耐心地解释了大局概念。她帮助我降低了我以前没有想到的风险暴露。利用她多样化的金融工具(税收结构、未来资本增值、风险缓解、债务覆盖等),她为我提供了一个极具战略性的长期财务计划,我很感激与她的合作。

Wenling C.
全职家长

Susan 多年来一直是我们的保险顾问,非常专业且知识渊博。她不仅提供了宝贵的专业建议,并对客户的情况感同身受。最重要的是,她以我们都能理解的方式解释财务概念。今年我丈夫去世时,她帮助我们快速有效地提交了保险索赔。当我们失去亲人时,这给了我们巨大的经济支持。

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