Our Services & Products
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.
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.