Can I work with a Chinese financial advisor?
Yes. Our team works with Chinese families, immigrants and new Canadians throughout St. Catharines, Niagara Falls and the Niagara Region. Clients looking for a Chinese financial advisor can work with Vicki, who is fluent in Mandarin and brings an accounting and tax-informed background to financial planning. We can help families navigate Canadian investments, tax planning, retirement, estate planning and wealth transfer while taking the time to understand their family priorities, cultural considerations and financial goals.