关于我们

许氏金融服务有限公司

许氏金融服务有限公司是一家综合性、提供全方位定制化投资理财服务的金融集团。作为财富人生财富管理有限公司多伦多西部执行公司,我们致力为客户打造专属的加拿大全方位理财计划其中包括投资计划、保险保障、税务优化等,帮助客户实现资产的保值、增值及传承。我们用心倾听客户的需求和愿望,以过硬的专业知识和真诚的服务态度为客户提供最佳方案,以达到帮助客户解决多元化理财需求。

Meet Our Team

许平 SPENCER XU,

总裁,投资顾问,理财保障顾问,环球百万圆桌顶尖会员

许平先生拥有多年金融行业从业经验,曾就职于加拿大帝国银行,并获得加拿大业绩前十,年度最有价值员工等殊荣。他对银行体系的理解,扎实的投资和税法知识以及认真负责的工作态度,使他给每一位客户留下深刻的印象。

 

Marketing Project Manager

Jiayi  ( Joyce )  Gao
Joyce has several years marketing experience in the financial services industry associating in event management and client service improvement. She specializes in planning, managing and executing projects related to marketing campaigns. With her academic background and committed attitude, she propagandizes for the company image and increases the public esteem for the organization.  

New Business Associate, B.A Finance

Xueyi ( Catherine ) Liang
Catherine comes with a diverse background in banking and insurance industry over 6 years. She is knowledgeable to provide new business processing and client support. She is praised by clients because of her academic background and conscientious work attitude.

Business Development Manager

Gongtao ( Alan ) Liu
Alan holds a Bachelor of Business Administration (B.B.A) degree from University of Toronto. He has several years banking industry working experiences in Canadian Imperial Bank of Commerce and has been Awarded Achiever Recognition. His expertise and dedication established strong trust with his clients.

Human Resource Manager

Guoyun ( Joseph ) Zhao
Joseph is a strategic and Influential Human Resources Professional with over 8 years of experience within the full scope of Human Resources Generalist competencies which envelopes, a strategic, analytical, proactive and consultative approach to the business needs. A proven leader with a can-do attitude who achieves success utilizing solid communication, interpersonal and teamwork skills, coupled with a strong work ethic.

Office Administrator

Wenli ( Blaire ) Dong
Blaire has several years of sales and management experience. She performs a wide range of administrative and office support activities for the department to facilitate the efficient operation of the organization. She is also responsible for the maintain and update of social media platform.

Administrative Assistant

Chun Wang
Chun Wang graduated from Marquette University with master’s degree in Human Resources Management. Worked as customer services representative and HR assistant in the past. Now as an administrative assistant, responsible for filing, client contact and other administrative works.

We are not only a financial company, but also a trusted accompanier