Tina Wang, Cfp® Email & Phone Number

Vancouver, Bc

providing wealth and estate planning strategies to help Families and Business Owners wanting to simplify their financial affairs and enhance their current lifestyle. Offering specialized financial security advice and planning services for Cash flow Management, Retirement Planning, Investment Selection, Education Plans, Estate Planning, Group Benefit and Group Retirement Planning.

Vancouver, Canada Area

I meet with clients to gain a clear understanding of their goals and dreams. At the same time, we analyze their current situation and identify any planning gaps that could arise. Once we put a plan in place, we review it regularly to help ensure it meets their changing needs and is in line with their short- and long-term goals.Our planning may or may not include mutual fund investment offered via leading fund companies, insurance products, including segregated fund options offered through Canada Life or variouse insurance companies.

Vancouver, British Columbia, Canada

Using mutual funds and other investment tools, I help individuals, families and businesses manage their investments. I advise which products are suitable for a client based on their goals, and manage their relationship with the mutual fund dealer – this includes handling applications, processing transactions, explaining statements, etc.Offer mutual funds and referral arrangements through Quadrus Investment Services Ltd.

Vancouver, Canada Area

812 Homer Street, Vancouver, Bc

General store floor management, business plan & sales strategy development.Supervised and maintained productivity of the staffsTaking Inventory and contacting suppliersResponsible for banking.Training new employees, ordering product and maintaining inventoryResponsible for all food preparation, display and quality control

Master Of Science - Ms, Materials Sciences

Bachelor Of Science, Material Physics