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 | 财产保险 | 人寿保险 | 重疾保险 | 健康保险
位于温哥华省列治文市V6X 3P3地址8351 Alexandra Rd #280的嘉信财富管理公司，自2010年成立以来，一直致力于为列治文市的居民提供专业、全面的财富管理与保险咨询服务。
作为一家独立的财富管理公司，我们专注于满足客户在保险和税务理财方面的个性化需求。我们的服务范围包括旅游保险、汽车房屋保险、人寿保险、重大疾病保险、健康保险以及投资理财规划，同时也提供家族财富传承的专业建议。
在列治文市，我们深知每个家庭的财务状况和风险承受能力各不相同。因此，我们提供量身定制的保险解决方案，帮助您应对生活中可能出现的各种风险，确保您和家人的财务安全。
我们的专业团队由经验丰富的理财顾问和保险专家组成，他们不仅具备深厚的专业知识，还拥有丰富的本地市场经验。无论您是首次接触保险规划，还是希望优化现有的保险配置，我们都能为您提供专业的指导和建议。
如果您需要了解更多关于我们如何帮助列治文市居民实现财务目标的信息，或者希望预约一次免费咨询，请随时联系我们。我们的专家将耐心解答您的疑问，并为您量身定制最适合的财富管理计划。
Wise Planning Corp 嘉信财富管理 | 财产保险 | 人寿保险 | 重疾保险 | 健康保险
Established in 2010, Wise Planning Corp 嘉信财富管理 at 8351 Alexandra Rd #280, Richmond, BC V6X 3P3 is an independent wealth management company dedicated to providing professional insurance and tax financial services to residents of Richmond.
Our services include travel insurance, auto and home insurance, life insurance, critical illness insurance, health insurance, investment planning, and family wealth succession planning.
We understand that every family's financial situation and risk tolerance are unique. Therefore, we offer customized insurance solutions to help you manage various risks and ensure your financial security.
Our team of experienced financial advisors and insurance experts not only possesses deep professional knowledge but also has extensive local market experience. Whether you are new to insurance planning or looking to optimize your existing coverage, we can provide expert guidance tailored to your needs.
If you wish to learn more about how we can help Richmond residents achieve their financial goals or schedule a free consultation, please contact us. Our experts will answer your questions patiently and tailor the most suitable wealth management plan for you.
常见问题解答
Q1: 您在列治文市提供的保险服务有哪些？
我们提供旅游保险、汽车房屋保险、人寿保险、重大疾病保险、健康保险以及投资理财规划等服务，所有服务均针对列治文市居民的需求定制。
Q2: 如何预约一次免费的咨询服务？
您可以通过拨打我们的电话(778) 200-2866预约免费咨询服务，或访问我们的网站http://wpcins.com/了解更多预约方式。
Q3: 您的保险产品是否适合列治文市居民？
是的，我们所有的保险产品和服务都是根据列治文市居民的具体需求和风险状况设计的，确保为您提供最合适的保障。
Q4: 咨询时需要准备哪些文件或信息？
预约咨询时，建议您准备好个人基本信息、现有保险资料以及您希望了解的具体保险类型。我们的顾问会根据您的需求提供相应的指导。
Q5: 保险申请的流程是怎样的？
我们提供从咨询、需求分析、产品选择到申请提交的一站式服务。您只需与我们的专业顾问沟通您的需求，他们会协助您完成整个申请流程。
常见问题解答
Q1: What insurance services do you offer in Richmond?
We provide travel insurance, auto and home insurance, life insurance, critical illness insurance, health insurance, and investment planning services tailored specifically for Richmond residents.
Q2: How can I schedule a free consultation?
You can schedule a free consultation by calling our phone number (778) 200-2866 or visiting our website http://wpcins.com/ to learn more about our booking process.
Q3: Are your insurance products suitable for Richmond residents?
Yes, all our insurance products and services are designed based on the specific needs and risk profiles of Richmond residents.
Q4: What documents or information should I prepare for a consultation?
It is recommended that you prepare your personal information, existing insurance documents, and details about the specific insurance types you are interested in. Our advisors will provide guidance based on your needs.
Q5: What is the process for applying for insurance?
We offer a one-stop service from consultation, needs analysis, product selection to application submission. You only need to communicate your needs with our professional advisors, who will assist you throughout the application process.