Victor Chack-Wan , Cim®, Ciwm Email & Phone Number

Montreal, Qc, Ca

Montreal, Canada Area

🛡 Providing comprehensive financial security advice and solutions to protect your family and enhance your personal life:✔ Preserving your estate so that the assets your children inherit are not depleted by substantial tax liabilities.✔ Maximizing your estate using the significant tax advantages of life insurance.✔ Protecting your quality of life against the financial impact of prolonged illness or injury.For business owners:✔ Protecting your business against the loss of an owner or key person.✔ Protecting your business if an owner or key person suffers an accident, sickness, disability or critical illness.✔ Meeting the tax and estate planning needs of transferring business ownership to a family member.🏷 Insurance products:• Term Life• Permanent Life• Universal Life• Critical Illness• Long Term Care• Disability Insurance• Travel and Visitor to Canada Health Insurance• Segregated Funds• Annuities

Montreal, Quebec, Canada

Montreal, Canada Area

Core competencies:✔ Independent Advice✔ Client-Focused✔ Best in class products & services📍 Where I am licensed: Quebec, Ontario, British Columbia📚What we offer:✅ Investment planning✅ Education Planning ✅Private Wealth for High Net Worth individuals and businesses✅Mutual Funds, ETF Portfolios Funds, Private Pool Investments, Flow-Through Shares, Alternative Investments. ✅ RRSP, RRIF, LIRA, LIF, TFSA, RESP, RDSPDual-Licensing Disclaimer: Global Maxfin Investments Inc. is registered as a Mutual Fund Dealer with the Provincial Securities Commissions and as such are authorized to distribute mutual funds and other approved securities as permitted under our registration. They may also be able to provide other services or products to you through their own business. As a member of the Mutual Fund Dealers Association of Canada ( MFDA) Global Maxfin Investments Inc. is obligated to disclose to you that you may be dealing with companies other than Global Maxfin Investments Inc. when purchasing other services or products. Mutual funds and exempt market products are offered and regulated through Global Maxfin Investments Inc. Non-Mutual fund products and services such as Life Insurance, Segregated funds, and Travel insurance are provided through Prudentia Insurance and Wealth Management Inc.

Montreal, Canada Area

✔ Supervisory oversight of the branch's dealing representatives for quality assurance and compliance.✔ Advise and educate financial advisors on regulatory matters, provide professional development training to augment their knowledge and skills regarding products and services.✔ Build solid relationships with our partner institutions to support team of financial advisors

B. Comm., Finance

John Molson School of Business

Education record

Portfolio Management Techniques Investment Management Techniques Technical Analysis Course