成长不止于财富


通过基于价值观的协作方法以及负责任地诚信积累财富的记录,您可以期待加拿大皇家银行财富管理帮助您实现人生愿景。

 

创富,只是个开始


您事业有成,成就卓越。但是,您可能还希望实现其他许多目标。例如您希望帮助您的亲人购买所需的东西,让他们开展人生新一页,或者为您的新业务筹措资金。您可能计划给后代留下能长久传承的财产,或者,希望在目前回馈社会,使社会变得更好。您也可能渴望创造精彩的传奇人生,或者只向往简单舒适的退休生活。

无论您的目标是什么,我们都会用心聆听,了解您希望用财富来实现哪些目标。无论您需要专家帮助您自己、您的家人还是您的公司管理财富,我们都乐意为您提供所需的专业建议,从开始规划直到实现目标,我们都在旁相助。

您的财富其实只是个开始 — 它是让您获得更多、送赠更多和体验更多的方式。我们将帮助您管理投资,规划退休生活,保护财务安稳,以及规划财产。我们的专家全力帮助您管理财富,一切以您为先,您大可以放心。

立刻联系我们了解更多有关我们的专业团队,如何凭借RBC财富管理的强大资源为后盾,在帮助您实现财富增长之外,更帮助您更上一层楼。

Patricia Ng, CFP, FMA, FCSI

Investment Advisor

604-665-0750 | Email me
604-306-2661 | LinkedIn
604-718-3050
1-877-718-3026

Senior Financial professional with FCSI, FMA and CFP designations and over 25 years of investment and financial planning experience. Proven expertise in managing a select group of high net-worth clients’ evolving financial situations and counsels them on the most appropriate strategy needed to achieve their financial goals. Able to assimilate and summarize current fundamental and technical news to meet clients’ needs. Motivated and goal-oriented with a track record of seizing opportunities early to improve results. Specialties: work with a team of experts to provide clients with financial, insurance, tax and estate solutions.

During her spare time, Patricia enjoys exercising, reading and spending time with her family and her two children (a daughter studying in 2nd year at Queen’s University in Kingston, Ontario and a 12 years old son in Grade 7 at Vancouver College). She is also very passionate about teaching and volunteering. She can be seen volunteering for Junior Achievements of BC or at local schools for fund raising events.

 

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