All About Us
嘉信财富管理公司
嘉信财富管理公司是加拿大一家提供专业投资、理财和保险服务的独立财富管理公司，成立于2010年。公司业务涵盖人寿及重大疾病保险、投资理财规划（包括教育储蓄计划和退休储蓄计划）和家族财富传承等领域，在实现投资收益最大化，合理免除税务负担等方面有独到的见解和完善的解决方案。公司总裁李洁女士毕业于加拿大里贾纳大学会计专业，是BC省持牌的保险顾问，同时也是资深税务规划专家，拥有全球注册金融规划师（CFP）百万圆桌会员（MDRT)，百万圆桌优秀成员（COT）的头衔。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。
我们的合作伙伴包括加拿大投资理财保险等各个领域的大型机构， 例如，加拿大人寿（Canada Life）、恒信保险（Equitable Life）、永明人寿(Sun Life)、宏利金融集团（Manulife Financial）皇家旅游保险公司（Royal Travel Insurance)，Tugo保险，Wawanesa保险等。
嘉信财富管理—您诚信、专业的财富顾问。
Wise Planning Corporation is an independent wealth management company in Canada to provide professional investment, financial management, and insurance services, founded in 2010.The company's business covers life, travel, health, general insurance, and financial planning. Jessie Li, the founder of the company, graduated from University of Regina, Canada, majoring in accounting. She is a licensed insurance consultant and a tax planning expert. She is granted with global certified financial planner (CFP) title, also a court member of Million Dollar Round Table (COT, MDRT).Our company committed to the highest standards of business ethics and good governance.
The top Canadian insurance companies are on our partnership list such as Canada Life, Equitable Life, Sun Life, Manulife Financial, Royal Travel Insurance, Tugo Insurance, and Wawanesa Insurance that provide the security that your money is well managed.
Choose Wise Choose Wealth!
Our Story
李洁（Jessie Li）于2005年在加拿大取得工商管理本科（BBA）会计专业文凭. 她在学习与生活的过程中深刻认识了本地的理财理念，深感到金融理财策略对于每个移民朋友和家庭的重要性. 因此她一直坚持不懈的提高与完善自己的各项专业素质，并且全心全意为客户提供贴心和有价值的服务.
多年来，她以精湛的专业知识和高度的责任心为年轻朋友们提供了各类资产增值计划以及孩子们的教育规划，也为很多的新老移民家庭提供了妥善的税务安排和资产传承策划。目前，在李洁管理下的保单持有人在2000人以上，管理资产在$300万加币。李洁超过10年的专业服务更是赢得了众多客户的赞许。李洁女士说“她愿做朋友们一生的陪伴, 实实在在帮助每一个家庭从资本积累、财富增长到资产传承的各个阶段找到最适合的选择。”
Jessie Li received her bachelor’s degree in accounting from University of Regina in 2005. Throughout her career Jessie has been successfully answering queries from clients and helping them to make financial decisions according to their own unique situations. Jessie has been constantly improving her professions and providing customers with valuable services wholeheartedly.
With her multicultural background in overseeing insurance and financial planning, combined with her inherent understanding of market performances, Jessie has managed a thriving investment portfolio in excess of $3,000,000 with more than 2000 customers. With more than 10 years of professional service, Jessie has won praise from many customers.She is willing to be a companion for her clients and advising clients on the best customized financial strategies.
Meet Our Agents
Jesse Neimus
Customer Relations Agent
Morgan James
Senior Insurance Agent
Reese Whiteman
Consultant