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.
JM Plateau Group CEO
特许投资经理，注册个人财务顾问，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 building his career in the Financial Services industry shortly thereafter. He spent 10 years at CIBC, where he accumulated extensive frontline experience in client relationship management, investment planning, and comprehensive financial solutions. Following his decade at CIBC, he continued to deepen his expertise with 7 years at Sun Life Financial, focusing on investment strategies and insurance planning while working closely with a diverse portfolio of clients. With over 20 years of experience in the industry, Jerry has developed a strong professional reputation for his strategic approach, industry insight, and client-centric service philosophy. He now serves as the CEO of JM Plateau Group, leading the company with a vision grounded in his broad financial background and long-standing commitment to helping clients achieve sustainable financial growth.
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