JM Plateau Group
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 suit their financial needs.
With our expertise in finance and care for our customers, our goal is to cultivate and train our advisors to offer a comprehensive service to all customers living in the Lower Mainland.
Jerry Song CIM, PFP, R.R.C, MDRT
JM Plateau Group CEO
特许投资经理，个人财务顾问，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. 温哥华知名栏目常驻嘉宾。
Jerry Song graduated from the 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 Advisor, he has 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.
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