1Meet Some of Our Valued Team Members
Wynners Financial Group has the ability and willingness to deliver continuously on our promises. Our integrity is demonstrated to clients through every interaction. We provide variety of solutions that ranges from conservative fixed-income instruments to growth focused investment vehicles. To diversity our clients’ investment portfolios, we offer investment, insurance and estate planning for clients in the province of British Columbia, Alberta and Ontario.
創辦人 / 董事長
吳麗珍 (Daphne Wu)
副總經理
陳威瑄 (Benny Chen)
How We Started
Wynners Financial Group is committed to providing the most considerate and professional financial services to friends in British Columbia, Alberta and Ontario. Whether you need TFSA, RRSP, insurance, investment or other needs, we can provide the most suitable advice and services based on your advantages.
How We Started
Wynners Financial Group is committed to providing the most considerate and professional financial services to friends in British Columbia, Alberta and Ontario. Whether you need TFSA, RRSP, insurance, investment or other needs, we can provide the most suitable advice and services based on your advantages.
Our Services
Extensive and Diversified Financial Services that go beyond the tradition.
Investment and Financial Planning
Wynners Financial Group works with a variety of product providers and fund managers to meet our clients’ investment goals, whether it is for education, retirement or capital growth.
You have different income and financial goals at different stages of your life. Knowing how to invest and effectively manage your portfolio or assets become important parts of your financial planning, and help you keep up with your plans to achieve your financial goals.
Individual / Corporate Asset and Estate Planning
Our services accommodate different net-worth clients, both individual and corporate, who benefit from the ample investment opportunities out of our network of fund companies, insurance organizations, legal and tax partners.
Wynners Financial Group offers personalised investment services for our clients. We integrate all of your investment service needs with our storied investment capabilities to provide our valued clients with the enhanced control and convenience of managing their entire financial portfolio under one trusted umbrella.
Life and Health Protection
As nothing is more important than life, we assist our clients to secure this asset. Our Life and Health Protection Plans provide individuals with a safety net for their future.
Your clients’ families may depend on their financial support for a good standard of living, which makes insurance is especially important to those starting a family. Insurance means people who matter most in their life can be protected from financial hardship should the unexpected happen. Life doesn’t always go as planned, and a lump sum death benefit can secure the financial future of clients’ children and protect their standard of living.
How We Help You Succeed
Identify Objective
Identify and prioritize Financial objectives such as Retirement education funding risk management
Gather Information
Gather data and analyze your current financial affairs
Compare Plans
Prepare, analyze, and compare Financial alternatives
Establish Strategies
Establish recommended strategies to achieve your goals
Take Actions
Take the actions necessary to implement the plan
Monitor Plan
Establish specific programs to monitor review and update your plan
Some of our clients
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Bridging the gap between market and your goals.
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Ask us anything
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