我们的服务
个人和公司财务规划
我们首先会花时间全面了解客户的财务状况和目标，通过与客户深入沟通，我们会根据客户的具体需求，制定个性化的财务规划包括投资规划，税务优化、遗产规划、退休计划、保险分析、慈善捐赠等，我们都能为您提供最适合的解决方案
退休计划定制
就像量身定制西装一样，我们会根据您的具体情况设计最合适的理财方案包括投资计划。我们专业的团队会定期检查和调整您的投资组合，就像定期体检一样确保一切都在正轨上。无论您的财务目标是什么，我们都会像对待自家人一样，帮您严格把关每一个决定。
Investment Loan贷款投资
相比于传统投资策略，贷款投资能让您的资产实现更快，更高效的增值。
运用借贷资金的杠杆优势，您不仅能扩大投资规模，获取更可观的潜在回报，还能灵活调配资金用于其他投资机会。
更重要的是，贷款利息可享受税务减免，为您的投资组合带来额外的财务优化效益。
多元化金融产品
30+资产管理
公司和保险公司
我们与30多家资产管理公司和保险公司合作
300+
投资产品
我们可代理超过 300 种投资产品，包括债券，公募基金，保本基金，地产基金，私募股权和 ETF等
20%
批准率
审查团队的年度产品批准率低于20%
债券
安全稳定的固定收益产品，为您的投资组合筑起坚实防线
我们管理客户的债券投资组合同时致力于实现税务优化，使平均税后收益提升15%-20%
年均收益率稳定维持在4-7%
成功帮助客户对抗通胀，实现稳定现金流
保本基金
作为加拿大独有的保险型投资基金，不仅提供最高100%本金保障，还具备遗产规划和债权人保护的特性，是兼具投资收益和家族传承的理想工具
通过贷款投资策略放大投资收益。目前已服务超过100位客户，投资组合在保本的基础上，年化收益率稳定维持在8-20%
成功帮助客户对抗通胀，实现稳定现金流
ETF
低成本、高效率的投资工具，轻松实现各类资产配置
我们管理客户的账户里会根据情况搭配不同的ETF在组合里， 成功降低客户投资组合波动
持有大盘指数ETF 并搭配科技，医疗，优质债券，加密货币等板块真正做到分散风险
协助客户实现全球资产优化配置
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Investing in financial markets carries risks, and the value of investments may fluctuate, including the possible loss of principal invested. Historical returns are no guarantee of future performance, and any investment decision you make should be based on your own research, analysis, and judgment. Investors are responsible for obtaining and maintaining professional advice regarding taxes, regulations, and any other legal requirements that may apply to their investments.
By using this website, you agree that 2wfinancial.ca and its affiliates will not be liable for any damages, losses, or expenses arising from your use or reliance on the information on this site or any third-party content.
The information provided on the 2wfinancial.ca is intended for educational and general informational purposes only. It is not intended as financial, investment, or professional advice. The information on this site should not be relied upon as a substitute for independent research or professional financial advice tailored to your specific situation.
Investing in financial markets carries risks, and the value of investments may fluctuate, including the possible loss of principal invested. Historical returns are no guarantee of future performance, and any investment decision you make should be based on your own research, analysis, and judgment. Investors are responsible for obtaining and maintaining professional advice regarding taxes, regulations, and any other legal requirements that may apply to their investments.
By using this website, you agree that 2wfinancial.ca and its affiliates will not be liable for any damages, losses, or expenses arising from your use or reliance on the information on this site or any third-party content.