Our Services & Products

Wealth Management

Provide financial security plans, education savings plans, health and dental insurance plans, retirement plans, estate plans, tax optimization strategies, etc.

insurance PLAN

The company has always adhered to the business philosophy of “integrity-based, service-leading,” “creating value for customers” is the service tenet of wealth life.

TAXATION PLAN

Through getting to know your family and its unique structure, such as each family member’s asset distribution and income stream. We are able to tailor a plan most suitable to your family dynamic, while protecting your hard earned assets, within the confines of the laws governing Taxation worldwide.

Our Team


As the CEO and Founder of Spencer Xu Financial Services Inc. I am proud to introduce my well educated and professional team of financial security advisors. We listen to you, we gather information from you, and assess your current situation and ongoing financial requirements, goals dreams or aspirations. If need be, we liaise with other financial professionals, such as chartered accountants, lawyers, and estate professionals to provide you with the right plan for you.

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