財富康健
~~安枕無憂   快樂泉源  ~~

Louise Tang, CFP

 

Louise Tang, CFP 鄧愛玲,
cfp logo 1註冊理財規劃師
financialdoctor@shaw.ca
604-506-3580

我會與您仔細地討論分析您的需要，研判計劃您應採用的策略，直到達成目標。您若有什麼有關問題，請隨時聯絡我，我當樂意商討解答。

投資原則
穩健與靈活並重。按照客戶的投資目標及風險承受程度﹐建立平衡的投資組合﹐兼顧短期的入息和長期的增長﹐而盡量避免不必要的風險。

 

 

投資理財顧問簡介 

中僑新天地 (松鶴天地) 雜誌財經專欄撰稿人﹐素理成人教育中心財務規劃講師﹐AM1320 華僑之聲財經金頁客席評述員。也是中僑﹐蘭理家庭服務中心, 三角洲移民服務中心等組織的財務專題講座的特邀演講人。

曾任職香港渣打銀行(The Standard Chartered Bank), 加拿大匯豐銀行 (HSBC Canada Bank)及恆達理財(Edward Jones)等著名金融機構, 從事金融理財和投資顧問等方面的工作超過20年。擁有商業管理專業證書, 壽險一級及二級證書。2000年考獲註冊財務規劃師資格。

定期發表理財資訊於中僑新天地(松鶴天地)財經隨筆專欄

服 務 範 疇

  • 人 壽 保 險    

  • 互 惠 基 金  

  • RRSP 註冊退休儲蓄

  •  RRIF 註冊退休入息計劃

  •  分 隔 基 金    

  • 稅務, 遺囑及產業執行計劃

  • 傷殘及重大疾病保險             

  • 定存﹐年金        

  • RESP 註冊教育儲蓄計劃

  • 長期護理保險 

  • 保本增值投資

  •  收 入 信 託

  • 樓 房 按 揭

  • 醫療及牙科保險

  • 首 次 置 業 , CMHC 按 揭

保險策略

保險策略

Financial Planning
財務規劃
樓房按揭
樓房按揭
得到客戶的推薦是最高榮與譽
能夠使客戶的生活更美滿，足以自豪
Mutual funds are offered through Networth Financial Corp. (NFC), member of the MFDA and MFDA Investor Protection Corporation. Commissions, trailing commissions, management fees, and expenses may all be associated with mutual fund investments. Please read the Fund Facts Sheets before investing. Mutual funds are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer and are not guaranteed, their values change frequently and past performance may not be repeated.
Louise Tang, CFP® is multiple licensed under the applicable provincial Securities Act and Regulations for the sale of mutual funds, and under the Financial Institutions Act for the sale of insurance products. As such, you may be dealing with more than one company depending on the products or services provided. NFC is responsible only for business licensed under the Provincial Securities Act & Regulations. It does not supervise or review any other business. All other services are the responsibility of another licensed entity and not the responsibility of NFC.