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derrickbao
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Derrick Bao

Financial consultantCitistar 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
我帮助个人和家庭客户以及小企业主达成养老财务规划,家庭保障计划,税务优化,遗产规划和投资安排。我提供各种保险产品和独特的投资产品以及为小企业主优化税务的养老金账户

This user account status is Approved

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

Insurance Advisor

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

Ontario

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

Segregated Fund Private Equity

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