HELLO I'M
phone
(613) 224-5573
JIN S. XUE
Since 1991, Jin S. Xue Financial Management has been known for its quality service, reliability and business stability. The steady growth in the number of clients over the past 32 years is a testament to the firm's management capabilities, professionalism and integrity.
Wealth Management Services:
Satisfying the needs of our clients is what Jin S. Xue Wealth Management is all about. We fully understand that everyone has their own financial needs, affordability and goals. Therefore, we will select and develop the best financial plan for you based on your specific needs.
Wealth Management Services:
Satisfying the needs of our clients is what Jin S. Xue Wealth Management is all about. We fully understand that everyone has their own financial needs, affordability and goals. Therefore, we will select and develop the best financial plan for you based on your specific needs.
mail_outline
jinxue58@gmail.com
HELLO I'M
phone
(613) 983-0065
FEI WANG
I have more than 10 years of experience in the banking industry, investing, managing funds, and providing financial services for customers.
I passed the Ontario Insurance Industry Qualification Course (LLQP). Now, holding the Ontario Insurance Qualification Certificate, we can select and tailor the most suitable life and critical illness insurance for customers to protect their families. Financial management involves retirement pensions, education funds, tax-free accounts, general investment accounts, etc. We represent many of Canada's top insurance and financial management companies, including Canada Life, Manulife, Sun Life, Industrial Alliance, etc.
I passed the Ontario Insurance Industry Qualification Course (LLQP). Now, holding the Ontario Insurance Qualification Certificate, we can select and tailor the most suitable life and critical illness insurance for customers to protect their families. Financial management involves retirement pensions, education funds, tax-free accounts, general investment accounts, etc. We represent many of Canada's top insurance and financial management companies, including Canada Life, Manulife, Sun Life, Industrial Alliance, etc.
mail_outline
wangfeiins@gmail.com
ABOUT ME
We take your finance to next level
Wealth management services:
Meeting the needs of our clients is the aim of Xue's Wealth Management. We fully understand everyone has his/her own financial needs, affordability and targets. Therefore, we will select and develop the best financial plan for your needs.
SERVICES
HISTORY
-
1991
Established
Founded in 1991, it represents Canada Life, Manulife, Sunlife Transamerica, Empire Life, Industrial Alliance, TUGO and many other insurance companies.