About us
At JW Wealth, We’ll help you build a personalized financial security plan. Financial security planning is about more than just retirement planning – it’s about building a financial strategy that considers your immediate needs and your long-term goals and dreams.
Our team
Financial Planner
Office: | 604-732-1508 |
Fax: | 604-732-6320 |
As the Director of JW Wealth Mangement Ltd., a firm affiliated with Canada Life, I am licensed to provide comprehensive financial planning services across Canada.
Area of Focus：
- Investment
- Risk management
Clientele:
- Entrepreneurs
- Executives
- Professionals
Achievement:
- 2013, 2016, 2017, 2018 Freedom 55 Financial Excellence Award
- 2016, 2018 Freedom 55 Financial Elite Award
- 2016 Wealth Management Net Cash Flow Top 7
Licenses
- Investing in Alternative Mutual Funds and Hedge Funds, Investment Funds Institute of Canada (IFIC) - 2024
- Financial Planning I, FP Canada™ - Opens in a new window - 2013
- Canadian Securities Course (CSC), Canadian Securities Institute - 2011
- Financial Planning (I & II), Canadian Securities Institute - 2010
- LLQP, Insurance council of BC - 2008
- Canadian Investment Funds, Investment Funds Institute of Canada (IFIC) - 2008
Education
- Monetary Banking, Graduate School of Chinese Academy of Social Sciences - 1998
- Computer and Electronic Engineering, Wuhan University - 1996
At JW Wealth Management Ltd, we are committed to helping our clients achieve their financial goals through personalized financial planning services. Our approach is to work closely with our clients to develop a customized investment and risk management plan that meets their unique needs and objectives. Contact us today to learn more.
Supported by a team of experts
When specialized expertise is required, We have access to a team of professionals. They specialize in tax, law, accounting, investments, insurance, group benefits, mortgages and financial security planning.