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Derrick Bao

Owner/Financial AdviserGoldstone FinancialMarkham, Ontario

I help individual clients and business owners to do retirement financial planning, family protection plan, tax optimization, estate planning and investment planning with insurance and private investment and small business pension solutions

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Retirement Income Planning Tax Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner

Languages ?
Advisors will sometimes have proficiency in languages other than English and French


Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.


Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Segregated Fund Private Equity
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