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Young Family

Welcome to Wise Planning Corporation

选择嘉信 财富永恒 (Vision Mission)

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​关于我们

Experience Protecting You


嘉信财富管理公司于2010年成立,由全球注册金融规划师(CFP)李洁女士(Jessie Li)出任总裁。其严谨的专业知识,多年的从业经验是公司服务品质的保证。公司在实现投资收益最大化,合理免除税务负担等方面有着独到的见解和完善的解决方案。

At Wise Planning Corporation, we are committed to excellence. Since we opened our doors in 2010, we have worked hard to make sure our clients receive outstanding services. As a full-service Insurance Agency, we can take care of all your insurance needs. 

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Our Packages 服务范畴

Travel Insurance

旅行保险是与外出旅行有关的一种综合性保险。可以在您的旅行中帮助你避免昂贵的医疗费、行程取消费、行李丢失等费用。其特点是保障旅游安全,责任全面,保障高。
We offer affordable and flexible coverage for individuals, families and visitors to Canada, with Single Trip and Annual Multi-trip Plan options. Helping protect you from costly medical bills, trip cancellation fees, lost baggage and more.

General Insurance

General insurance is the policies that provide payments depending on the loss from a particular financial event. These include automobiles; residential properties and commercial properties.
通用保险又称为财产保险,是为财产损失提供的赔偿。

Critical Illness Insurance

Critical illness insurance offers the tax-free financial help to pay the costs associated with life-altering illnesses.
重疾保险不仅可以提供治疗过程可能带来的不菲的医疗费用,同时受保人与家人也可接受Best Doctors®, MediGuide® , 或Health Service Navigator®,等知名全球医疗专家会诊服务。

Life Insurance

无论是定期、终身或万能寿险,人寿保险的决定,在整体的财务计划中都是非常重要的。我们可以为您提供可靠的人寿保险政策,让您得到高水平的保障。
With established relationships with numerous carriers, we can put together a reliable Life Insurance policy that offers the highest level of protection for you.

Health Insurance

Personal health insurance products help lower your risk of being burdened by expenses for preventive care or medical bills as a result of an illness or accident.
健康保险可以有效的弥补公共医疗保险所未包含的项目,从而让受保人更有计划的安排各项医疗支出。

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10+

Years experiences

2,000+

Policy Holders

$3,000,000

Under Management 

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Insurance Providers 合作伙伴

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