Contact Information
Address:
8351 Alexandra Rd #280, Richmond, BC V6X 3P3
Phone:
Website
http://wpcins.com/
嘉信财富管理公司是温哥华一家提供专业保险和税务理财服务的独立财富管理公司，成立于2010年。公司业务涵盖旅游保险、汽车房屋保险、人寿保险、重大疾病保险、投资理财规划，以及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。 Wise Planning Corporation is a comprehensive wealth management company in Vancouver,Canada to provide professional investment, financial management, and insurance services.The company’s business covers life, travel, health, general insurance, and financial planning services.
8351 Alexandra Rd #280, Richmond, BC V6X 3P3
http://wpcins.com/
Wise Planning Corp 嘉信财富管理 - Your Trusted Wealth Management Partner in Richmond
Nestled at 8351 Alexandra Rd #280, Richmond, BC V6X 3P3, Wise Planning Corp, known locally as 嘉信财富管理, stands as a dedicated independent wealth management company serving the residents of Richmond since its establishment in 2010. Our mission is to empower individuals and families in the Richmond community with comprehensive financial solutions, tailored specifically to their unique needs and aspirations.
At our Richmond office, we offer a diverse range of insurance products and financial planning services designed to provide security and peace of mind. Our expertise spans several key areas:
Comprehensive Insurance Solutions:
Property Insurance: Protecting your valuable assets, including homes and vehicles, against unforeseen events is crucial. We provide detailed property insurance assessments to ensure your possessions are adequately covered. Life Insurance: Providing financial security for your dependents in the event of your passing. We help you choose the right life insurance policy to meet your family's future needs within the Richmond area. Critical Illness Insurance: This coverage offers a lump sum payment if you're diagnosed with a specified critical illness, allowing you to focus on your health without the immediate worry of treatment costs in Richmond. Health Insurance: Navigating the complexities of health insurance can be challenging. We assist our Richmond clients in understanding and selecting appropriate health coverage options to suit their specific medical needs.Beyond traditional insurance, our commitment to holistic financial well-being extends to:
Travel Insurance: Peace of mind for your upcoming trips, whether it's a weekend getaway or an extended vacation, ensuring coverage for trip cancellations, interruptions, or lost luggage. Investment Planning: We offer personalized investment strategies aimed at helping you grow your wealth over time, aligned with your risk tolerance and financial goals. Family Wealth Management: Thoughtful planning for the long term, ensuring the successful transfer of wealth to future generations within your Richmond household. Home and Auto Insurance: We provide thorough evaluations to ensure your home and car insurance requirements are met effectively for residents right here in Richmond.Choosing Wise Planning Corp at 8351 Alexandra Rd #280 means partnering with a team deeply committed to the Richmond community. We pride ourselves on our independence, allowing us to act in your best interests without the influence of large insurance conglomerates. Our local focus enables us to understand the specific challenges and opportunities faced by residents of Richmond, tailoring our advice accordingly.
We believe that financial security is the foundation upon which a fulfilling life is built. Our team of experienced professionals is dedicated to providing clear, honest, and expert guidance, ensuring you make informed decisions about your financial future right here in Richmond.
To learn more about how we can assist you with your insurance and wealth management needs in the Richmond area, please visit our website or contact us directly.
Contact Information:
Website: http://wpcins.com/
Phone: (778) 200-2866
Frequently Asked Questions (FAQs)
Q1: What types of insurance services do you offer at your Richmond office?
At our location at 8351 Alexandra Rd #280, Richmond, we offer a comprehensive suite of insurance services including property insurance (covering homes and vehicles), life insurance, critical illness insurance, health insurance, travel insurance, and auto/home insurance tailored specifically for Richmond residents.
Q2: Can you help me with my family's long-term financial planning in Richmond?
Absolutely. Our team at Wise Planning Corp specializes in family wealth management and long-term financial planning for clients right here in Richmond. We can help you create a sustainable financial legacy for your family.
Q3: Do you provide investment advice for individuals living in Richmond?
Yes, we offer personalized investment planning services at our Richmond office. We work with you to develop an investment strategy aligned with your financial goals and risk tolerance, designed to help grow your wealth over time.
Q4: How can I get a quote for my home insurance in Richmond?
To obtain a personalized home insurance quote for your property in Richmond, please contact our office at (778) 200-2866. Our team will assess your specific needs and provide you with a detailed quote based on your location and coverage requirements.
Q5: Are your insurance products customized for Richmond residents?
Yes, all our insurance products and financial planning services are customized with the unique needs and circumstances of Richmond residents in mind. Our local expertise allows us to provide relevant advice and coverage options specific to the Richmond area.