智运人才观
智运向来推崇在专业领域的 “工匠精神”,倡导和引领团队建立长期思维,通过坚持不懈的学习和实践,在财富管理领域深耕细作,积累沉淀。
Lily Wu 吴家婴
President
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- 智运财富总裁 President
- 特许理财规划师 CFP
- 全球百万圆桌顶尖会员 TOT
- 特许家族办公室资产规划专家 QFOP
- 全球信托架构师 TEP
- 安省持牌保险及基金经纪(NS, BC省持牌保险经纪)
Lily Wu吴家婴女士,具备多年理财规划与税务规划经验,针对不同客户的需求会量身定制出不同的理财计划,并同时注重结合税务优化,切实做到使客户的财产最大化增值。
- 业务范围:基金投资,人寿保险,个人税务(含海外资产申报),财富管理
- 代理公司:加拿大6大银行,12大保险公司,60家基金公司的顶级理财产品
- VIP增值服务:家庭秘书服务,子女教育服务
- 专业团队:律师,会计师,理财师,教育咨询师,秘书团队
- (ALL mutual fund and exempt market products are provided by Queen financial group inc. EMD products such as Walton and Greybrook are only for eligible investors.)
Albert Yuan
Financial Advisor
Chen Zhou
Financial Advisor
Belle Lan
Financial Advisor
Carol Shi
Financial Advisor
Rongliang Wang 王荣良
Financial Advisor
Yazhi Wang 王亚芝
Financial Advisor
Jingwen Tang 汤景文
Financial Advisor
Jane Chen
Financial Advisor
Cindy Fang
Financial Advisor
Sharon Sha
Financial Advisor
Andy Huang
Financial Advisor
Alice Qiu
Financial Advisor
Hellen Bao
Financial Advisor
Bing Hu
Financial Advisor
Michael Jing
Financial Advisor