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。

team-leder-1

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

Albert Yuan

Financial Advisor

ZHOU CHEN

Chen Zhou

Financial Advisor

BELLE LAN

Belle Lan

Financial Advisor

CAROL SHI

Carol Shi

Financial Advisor

RONGLIANG WANG

Rongliang Wang 王荣良

Financial Advisor

YAZHI WANG

Yazhi Wang 王亚芝

Financial Advisor

JINGWEN TANG

Jingwen Tang 汤景文

Financial Advisor

JANE CHEN

Jane Chen

Financial Advisor

Cindy Fang

Cindy Fang

Financial Advisor

Sharon

Sharon Sha

Financial Advisor

ANDY

Andy Huang

Financial Advisor

ALICE QIU

Alice Qiu

Financial Advisor

HELLEN BAO

Hellen Bao

Financial Advisor

HU BIN

Bing Hu

Financial Advisor

Michael Jing

Michael Jing

Financial Advisor