Company

SY. Wealth

Financial Services Vancouver, British Columbia, Ca 4 employees

Employees: 4

syfinancial.ca LinkedIn

SY. Wealth Overview

Headquarters: Vancouver, British Columbia, Ca
Website: syfinancial.ca
Industry: Financial Services
Employees: 4
Founded: 1999
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Life Insurance Investment Management Tax Planning Estate Planning Mutual Funds

About SY. Wealth

SY. Wealth (CH: 云财富管理) is one of Greater Vancouver's leading family-owned wealth management firms. We are a full service tax advisory, insurance, and investment management firm. For 24 years, we have focused on providing personalized, best-in-class wealth management and VIP family office services to our clients in Vancouver, Edmonton, Toronto, and Montreal.

SY. Wealth Contact Details

People in AeroLeads: 2

SY. Wealth Org Chart

Sample employees and titles

Name	Title	Location	Contact
Yun (Sophia) Shi	Partner, Founder @ Sy. Wealth - Supporting Individuals, Business Owners, & Family Offices with World Class Estate Planning Solutions - #mdrt Top	Greater Vancouver Metropolitan Area, Canada	View
Keefer Jeng	Financial Assistant at Shiyun Financial 云财税管理	Greater Vancouver Metropolitan Area, Canada	View