“According to the United Nations, nearly half of the world’s immigrants originate in Asia, and they all face a unique set of challenges in adjusting to a new home and culture. I specialize in providing global wealth management to Asian immigrants in Canada and Asian-Canadian expatriates around the world. Well-versed in the common barriers faced by these families, I can help you adapt to the Canadian financial system and culture, make smart, tax-efficient investment decisions for your circumstances and retain access to a full range of investment products from all over the world. As a Mandarin speaking investment advisor at RBC Dominion Securities, my practice is based on consultative wealth advising that prioritizes educating you. I consider it critical that you understand your wealth strategy, why it works and what steps can be taken to get you closer to achieving your financial goals.
I believe that a tax-effective estate plan is a powerful way to ensure your wealth is passed to your heirs efficiently and according to your wishes. In addition to offering investment management, I work with an extended team at RBC Wealth Management to ensure that your will is up to date, your assets are protected and your beneficiaries receive the coaching they need to receive their inheritance responsibly. ”
-------Jin (Jean) Lou, Vice President & Investment Advisor, MBA, CIM, PFP