© 2019 by JM Plateau International Wealth Management Corp. 

* Mutual fund investment products are offered through Queen Financial Group Inc. 

* Life insurance products are offered through Alpha Financial Service Inc.

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财富管理讲座

​加博国际提供符合市场变化趋势的财富管理讲座

加博集团是拥有资深专业金融背景, 并正在快速发展的公司。 旗下拥有多家顶级保险公司和金融机构的代理合约,立志于打造加拿大最大国际财富管理平台, 培养业内顶级综合资产管理精英。 用专业的金融知识与真诚的工作态度服务于客户。 

加博的目标:

用我们的真知灼见为中加客户的资产保驾护航实现终身无忧。 

JM Plateau International Wealth Management Corp. specializes in financial services, offering experts in both asset management and insurance planning.

 

The rapidly developing company partners with top insurance companies and financial institutions in Canada to offer their customers resources to best suits their financial needs.

 

With our expertise in finance and care for our customers, our goal is cultivate and train our advisors to offer a comprehensive service to all customers living in the Lower Mainland. 

Jerry Song

JM Plateau Group ​CEO

个人财务规划师,百万圆桌会员,注册退休策化顾问,10年以上银行投资及保险理财经验

Jerry Song was graduated from University of Calgary in 2003 and began to pursue a career in financial services. He worked as a Senior Account Manager at CIBC for 10 years, being named the Best Financial Advisor many times. As the nation's top 5% elite financial advisors, he provided investment and tax advice to high net-worth clients. He then managed over $100 M in insurance, winning the Elite Financial Planner award for many years at Sun Life Financial. 

Marshal Liu

加博国际财富管理公司总经理 
JMP Group Insurance Manager

国际金融与财会硕士,百万圆桌会员,专业财经规划师,7年以上投资及保险理财经验

After receiving a Master’s degree in International Accounting and Finance at the University of Windsor in 2009, Marshal Liu have been worked as a Financial Advisor at Sun Life Financial for 9 years before becoming the president of JMP Group. Continuously placed among the top 5% financial planners, Marshal provides comprehensive services for high net-worth Asians living in Canada.

 

Marshal specializes in private banking investment, commercial project investment, insurance planning, and inheritance planning. 

Connie Tu

加博集团总经理

​JMP Group General Manager

从事企业管理和中国企业战略咨询与组织变革领域研究,​拥有高层管理经验和推动上市公司成功转型案例经验
Graduating with a Bachelor of Business Administration degree from the Shanghai International Studies University and Kwantlen Polytechnic University.  Connie is majoring in innovative development system planning and strategic personnel training. By constructing her unique characteristic system management method, she was committed to helping customers to provide daily business arrangements and business consulting.
 
At JMP Group, Connie in charge of travel insurance and office general management.