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您信赖的专业理财顾问——Sophia Jiang

【维多利亚】I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future.Preparing for an appoint...  

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  • 日期:2014-02-27

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Sophia Jiang

3962 Borden Street, Suite 101 Victoria, British Columbia ,维多利亚 ,V8P3H8

(250)385-1471

 

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I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future.

Preparing for an appointment
The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:
  • Salary or income, investments and insurance amounts
  • Pension and registered savings information
  • Assets and debts
  • Financial information for any business you own


Sophia Jiang*

3962 Borden Street, Suite 101
Victoria, British Columbia
V8P 3H8 		Office: 250-385-1471 ext. 2257
Email: Sophia.Jiang@sunlife.com

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