Wise Planning 嘉信财富管理 | 财产保险 | 人寿保险 | 重疾保险 | 健康保险
in Richmond, CanadaCategory: Insurance Agency, Financial Planner, Life Insuranc
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wpcinsplanningca
Address details
8351 Alexandra Rd #280, Richmond, BC, V6X 3P3, Canada Print route »
778-200-2866
Business hours
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Wise Planning Corp is a Richmond, BC-based financial planning and insurance firm founded in 2010, serving high-net-worth Chinese-Canadian families and business owners across Richmond, Vancouver, and Burnaby. Unlike traditional insurance brokers, Wise Planning operates as a financial structure architect - combining tax planning, insurance strategy, and asset management into one integrated approach.Led by founder Jessie Li, a professional with deep accounting expertise, our team reviews your financial statements before recommending any product. We specialize in corporate-owned participating life insurance to protect Small Business Deductions, estate liquidity planning to address capital gains tax at death, super visa insurance with pre-underwriting support for pre-existing conditions, and travel insurance for frequent cross-border travelers.
Whether you are a business owner with retained earnings looking to avoid passive income tax traps, a doctor or lawyer seeking tax-efficient retirement.
