总结7个购买人寿保险的错误,你有犯过吗?
About Pinnacle Reliance
关于峻诚
Pinnacle & Reliance
峻和诚
"Pinnacle" means mountain and precipitous. We believe that the work of helping clients with financial planning, asset management and insurance planning is difficult and complicated. Like a steep mountain, it needs to be conquered by everyone and theri family.
峻,是山峰和险峻的意思,我们认为帮助客户做财务策划,资产管理,保险策划的工作是艰难复杂的,像一座险峻的山峰一样,需要每个人和每个家庭去征服它,我们希望和客户一起征服这座大山。
Reliance, means honesty and integrity, they are the most important things as a financial advisor, at the same time, when a financial adviser and client get together to conquer the mountain, the cornerstone is honest and trust, like teammates, hand in hand, help clients to climb to the top of the mountain, help customers to achieve financial goals.
诚,代表诚实和诚信,诚信是作为理财顾问最重要和最基本的从业素质,同时,当理财顾问和客人一起去征服财富管理这座大山的时候,最需要的基石是彼此的信任,我们与客人之间就像队友一样,需要彼此信任,携手一起,帮助客户攀登至财务管理的顶峰,帮助客人实现理财的目标。
This is why we callled Pinnacle Reliance
这就是峻诚的由来。
About Me
Jun Chen(Ethan) 陈隽
Planning with HEART
用心策划
13 years of wealth & insurance working experience in Canada
13年加拿大理财保险行业经验
MBA degree from Brock University which is located in Ontario, Canada.
加拿大布鲁克大学MBA
Certified Financial Planner® designation holder
国际金融规划师职称
Chartered Life Underwriter® designation holder
特许人寿理财师
Member of MDRT 2018-2024
2018-2024 MDRT百万圆桌会员
Member of the Financial Advisors Association of Canada
加拿大财务顾问协会会员
From strategic planning to innovative solutions, my focus is always on building an efficient and results-driven financial plan with my clients.
从战略规划到创新的解决方案,我的重点始终是与我的客户建立一个高效和结果驱动的财务计划。
I'll work with you to create a customized financial plan for you or your business and your families.
我将与您一起为您或您的企业和您的家人创建一个定制的财务计划。
Code of Conduct
行为准则
Client First, Professional, Integrity
客户第一,专业,诚信
Interested in getting advice from an experienced and professional Financial Planner? Call me today and see what I can do for you.
有兴趣从经验丰富的专业理财规划师那里获得建议吗?今天就请联系我,看看我能为你做些什么。