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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。

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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

Retirement Saving 
退休储蓄计划

Education Saving

​​教育储蓄计划

Investment Strategy

​​投资策略

Insurance Planning

​​保险策划

Estate Planning

​​遗产策划

Tax Planning
税务策划

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。

Carrier
​产品载体

Donation to SickKids Foundation on behalf of MDRT Foundation Canada, December, 2021

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峻诚理财第8期〖家长必看〗孩子需要买保险吗?孩子的保险应该怎么买?
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Contact Me

6479192129

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