Jenny ZhouFirst Vice-President, Investment Advisor |
Tel: (604) 806-5581 Toll Free: +1 (800) 340-9909 Fax: (604) 661-7700 Jenny.Zhou@cibc.ca |  A member of the prestigious chairman's council since 2016 |
我们是加拿大顶尖的私人财富管理团队之一Jenny Zhou 现任CIBC 私人财富管理主席内阁成员,此殊荣仅向业内佼佼者颁发。 |
Building Your Wealth With Expert Help We embrace a comprehensive, strategic view of wealth management that integrates all of the issues that individuals needto think about. This requires knowledge across many disciplines such as investments, asset allocation, assessment of risk, taxes, philanthropy, and estate planning. Our client's values need to be integrated into the plan. Successful wealth management involves the integrated and effective management of all of these components. We will help you to sustain, grow, and most importantly, enjoy your wealth.
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Products and Services We will work closely with you to develop a customized investment strategy that will be realistic and achievable to meet your investment objectives and needs. By applying a combination of practical and innovative financial management, we will help to achieve the financial needs of individuals or companies. This will be in concert with a robust investment strategy and meticulous financial planning to fulfill your financial goals as well as control the risk within your tolerance.
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My Promise To You From the outset, our team's mandate is to maximize your interest until your goal has been met. At CIBC Premier Private Wealth Management division, we believe successful investments are built on the results of your close relationship with our team. Foremost, our priority is to help you establish your financial management goals. Our one-on-one forum is designed to give you dedicated attention leading to a solid partnership. Our investment objective is: Achieve a balance between wealth protection and prudent investment, with the result of a less volatile, robust and profitable investment performance. As a team, we will provide you with promising professional advice and tailor-made investment solutions, as well as achieving the clients' investment demands, retirement planning and property planning needs. Our established relationship with you is based on trusting communication and sincere service. Guided by a reliable solid team of individuals, utilizing CIBC Wood Gundy's financial vantage, its advanced technology, comprehensive awareness of global and domestic finance and political state of affairs, you can enjoy watching the steady growth of your wealth. ![]()
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