Bruce Wang
Advisor at Repower Financial Group Inc. 东悦财富- Claim this Profile
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English -
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Mandrin -
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Bio
Credentials
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LLQP and Mutual Fund certification
AdvocisJun, 2015- Oct, 2024
Experience
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Repower Financial Group Inc. 东悦财富
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Canada
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Financial Services
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1 - 100 Employee
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Advisor
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2017 - Present
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Freedom 55 Financial
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Financial Services
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700 & Above Employee
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Financial Advisor
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Jul 2015 - Present
• Strategic Consulting, including wealth accumulation and risk management • Comprehensive Financial Planning, including detailed product illustrations • In-Depth Group Benefits Services, including building a benefits program custom-tailored to the specific needs of individual companies, as well as acquiring multiple quotes from different providers • Personalized Mutual Fund Portfolio Building, including working with a team of investment specialists that will put together a portfolio customized to individual client's goals and needs • Ongoing Financial Plan Updates, including meeting with clients periodically to adjust their financial plans to match their changing financial goals Show less
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financial adivisor
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2015 - 2015
KEEP DREAMING, but START PLANNING Your goals and dreams are unique, your plans to get there should be just as unique. My goal is to to help you to make your dreams come true by providing solutions to the following fields: RISK MANAGEMENT - Death - Disability / Critical illness - Emergencies WEALTH ACCUMULATION - Retirement - Liquidity - Opportunities - Diversification WEALTH DISTRIBUTION - Death - Retirement - Taxes - Family and business legacy Show less
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Education
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2014 - 2015
Seneca College of Applied Arts and Technology
BMT Diploma, Mechanical Engineering -
1998 - 2002
Xi'an International Studies University
Master's degree, English Language and Literature/Letters
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