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. 温哥华知名栏目常驻嘉宾。

Jerry Song was 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 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

加博集团常务董事
JMP Group Managing Director

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. 

Winnie Ip

加博集团常务董事
JMP Group Managing Director

英属哥伦比亚大学统计学学士,曼彻斯特商学院MBA,从业23年,曾就业于多家世界知名金融机构,百万圆桌会员。

Winnie achieved her BSc Statistics from the University of British Columbia and her MBA from the Manchester University Business School.  She has been in the financial sector since 1997 and has been a team member of world-renowned companies including HSBC Group, Boston Consulting Group and Goldman Sachs. 

 

She was involved in many Asian IPOs and relocated to some major cities, including Shanghai, Tokyo, India, Singapore and hence experienced a wide range of cultures around the world.  This provided her with a solid foundation in understanding her clients’ needs and backgrounds.

Amanda Ngan

加博集团高级客户经理
JMP Group Senior Sales Manager

英属哥伦比亚大学金融学士学位,自2013年起8年连续荣获MDRT百万圆桌会员,10年金融理财经验。

Born and raised in Vancouver, Amanda Ngan graduated from the University of British Columbia with a Bachelor’s of Commerce degree in finance.  With a strong passion for asset management, she strives to help others understand the importance of asset protection and wealth accumulation through solid planning and investing. 

 

She entered the industry right upon graduation and has qualified as a member of the Million Dollar Round Table (MDRT) for 8 consecutive years since 2013. Throughout her past 10 years in the industry, Amanda has been able to build and expand a solid network of clients, all of whom she treats as her valued friends.

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© 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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