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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
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

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