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Novella Wealth呈獻:理財策劃 專業領航 Kinson Lai CFP 加拿大理財策劃

【免費諮詢】加拿大理財策劃 Zoom 預約連結 → https://tr.ee/1gXdpc ✅ 1-對-1個人化建議 ✅ 了解策略是否適合您 ✅ 稅務優化 ✅ 退休傳承 ✅ 保險規劃 #加拿大理財策劃 #加拿大理財顧問 #專業之路 #我的事業 #人生事業 Kinson Lai CFP 分享他創立Novella的故事,分享他的事業歷程及使命宣言 最好的時代還是最壞的時代 一線之間成就怎樣的團隊? 你也想踏上專業之路?按這裡與我們聯絡。 https://novellawealth.com/join-us/ 人生需要計劃 專業更需要籌劃 理財策劃不單只與客溝通 更能夠與友共融 一個人走得快 一群人走得遠 一班專家走得更高 Novella Wealth Presents: The Path to a Professional Financial Planner Kinson Lai CFP, Founder of Novella Wealth, shares his career and goals that have shaped his experience at Novella. A team encounters good times and bad times, but what kind of team does this create? If you are interested in pursuing your professional career contact us at https://novellawealth.com/join-us/ Navigating life requires planning, and even more so to build your profession and resources. As financial professionals, we are always ready to listen to your questions and needs to help you achieve greater heights with your financial goals. ↘︎↘︎ 【關於 NOVELLA WEALTH】 Novella Wealth 是一家位於卑詩省列治文的金融及保險經紀公司,自2013年起服務全加拿大客戶。我們致力於透過財務教育及策略規劃,幫助客戶實現財務目標。「蛋」形標誌象徵新開始,代表我們以家人般的方式關懷客戶與顧問,並重視信任與透明,建立長久合作關係。 服務包括:人壽保險、個人及團體醫療福利、延伸醫療、加拿大註冊儲蓄戶口(如RRSP、TFSA、RESP等)、退休計劃、傳承策劃、企業稅務策劃、按揭策劃等。 ▫︎ 認識Novella Wealth理財團隊:https://novellawealth.com/zh-hk/team 【ABOUT NOVELLA WEALTH】 Novella Wealth is a financial and insurance brokerage based in Richmond, BC, serving clients across Canada since 2013. We empower clients through financial education and strategic planning to achieve their goals. Our "egg" logo symbolizes new beginnings and reflects our commitment to a familial and transparent approach. Services include: life insurance, individual and group medical benefits, extended health coverage, Canada registered accounts (RRSP, TFSA, RESP, etc.), retirement planning, legacy planning, corporate tax strategy, mortgage planning, and more. ▫︎ Meet Our Advisors: https://novellawealth.com/team ↘︎↘︎ DISCLAIMER: This material and video content is for information purposes only and is not intended to provide specific financial, legal, tax, investment or other advice, and should not be relied upon in that regard. You should not act or rely on the information without seeking the advice of a professional. No content on the site shall be considered a recommendation or solicitation for the purchase or sale of any financial products. 免責聲明:以上文章及影片內容所發表的意見、資料及數據只供參考。本網站所提供之資料並不能取代專業意見,如您需要更進一步之意見及資料,請尋求專家之協助。本公司並不因提供本網站上之資料而被視為從事提供法律、稅務或其他專業意見之服務。歷史數據不作判斷未來趨勢的依據,並非一項要約出售或購買任何產品的建議。 ╰┈➤Follow 我哋: WhatsApp | https://wa.me/16043703434 Facebook |   / novellawealth   Instagram |   / novellawealth   Youtube |    / novellawealth   Threads | https://threads.net/novellawealth TikTok |   / novellawealth   LinkedIn |   / novellawealth  

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