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Novella Wealth呈獻:理財策劃 專業領航 Sylvia Lau 加拿大理財策劃

【免費諮詢】加拿大理財策劃 Zoom 預約連結 → https://tr.ee/KLF2Sk
✅ 1-對-1個人化建議
✅ 了解策略是否適合您
✅ 稅務優化
✅ 退休傳承
✅ 保險規劃

#加拿大理財策劃 #加拿大理財顧問 #專業之路 #我的事業 #人生事業

Sylvia Lau 分享他的故事, 在從前專業工作上的忙碌導致健康發出警號
讓她重新設計自己的理想事業模式
從斷然拒絕到成為全職新人王,一切由理解開始。

人生需要計劃 專業更需要籌劃
理財策劃不單只懂得做事 同時亦懂得做人
如果找到清晰成功指引 專業必定更近

"This would've never been my career choice." Our star Sales Supervisor, Sylvia, shares her thoughts on how this career is a perfect fit to her lifestyle. Flexible hours, work-life balance, and working independently is what Sylvia could never achieve from her previous job(s). Now she has an ideal position with personal goals, personal time, and job satisfaction. Clients' impression of Sylvia is that she is passionate and has strong attention to detail to understand their needs. These attributes help build Sylvia's success.

Learn from Sylvia who shares her origin story and success with wealth management theories.

We can all assess our wealth, now where should we begin?
You can learn more about Team Novella and join us by clicking here:
https://novellawealth.com/join-us/

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【關於 NOVELLA WEALTH】
Novella Wealth 是一家位於卑詩省列治文的金融及保險經紀公司,自2013年起服務全加拿大客戶。我們致力於透過財務教育及策略規劃,幫助客戶實現財務目標。「蛋」形標誌象徵新開始,代表我們以家人般的方式關懷客戶與顧問,並重視信任與透明,建立長久合作關係。
服務包括:人壽保險、個人及團體醫療福利、延伸醫療、加拿大註冊儲蓄戶口(如RRSP、TFSA、RESP等)、退休計劃、傳承策劃、企業稅務策劃、按揭策劃等。

▫︎ 認識Novella Wealth理財團隊:https://novellawealth.com/zh-hk/team
【ABOUT NOVELLA WEALTH】
Novella Wealth is a financial and insurance brokerage based in Richmond, BC, serving clients across Canada since 2013. We empower clients through financial education and strategic planning to achieve their goals. Our "egg" logo symbolizes new beginnings and reflects our commitment to a familial and transparent approach.

Services include: life insurance, individual and group medical benefits, extended health coverage, Canada registered accounts (RRSP, TFSA, RESP, etc.), retirement planning, legacy planning, corporate tax strategy, mortgage planning, and more.

▫︎ Meet Our Advisors: https://novellawealth.com/team
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DISCLAIMER: This material and video content is for information purposes only and is not intended to provide specific financial, legal, tax, investment or other advice, and should not be relied upon in that regard. You should not act or rely on the information without seeking the advice of a professional. No content on the site shall be considered a recommendation or solicitation for the purchase or sale of any financial products.
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