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Yujie Liu
Cherry Liu
Shirley Tse

Tel: 905-305-0603
Tel: 905-305-8766
Tel: 905-305-0760

Address
3985 Highway 7 East
Suite 301
Markham, ON
L3R 2A2
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Upcoming Events

We organize a variety of seminars and events for our clients to be and stay informed in a variety of topics, from investments and market outlook to tax and retirement planning.

Here are our currently scheduled upcoming events:


Wednesday, June 13, 2018 - 11:45AM to 2:00PM
Mandarin Seminar: Investment, Taxation, and Estate
国语讲座:投资信托税收指南

Speakers:
Yujie Liu, MBA, CFA, Investment Advisor, Associate Portfolio Manager
Jane Liu, General Accountant
Yan Liu, Barrister & Solicitor

Join us for a talk with experts to learn about:
  • Proactively managed fixed income portfolios that provide stable income and growth
  • Estate and trust planning to help you safely pass on your wealth to the next generation
  • Tips for taxation in Canada to help you save time and money
Light lunch included.

专家帮您清楚地了解:
  • 积极管理的固定收益投资组合,达成稳定的收入和增长
  • 家庭信托,如何从创造财富成功地过渡到传承财富
  • 加拿大投资税,抵税项目,以及省钱省税的诀窍
免费提供午餐.


Tuesday, June 26, 2018 - 12:30PM to 2:00PM
Investment Insight Seminar
投资市场讲座

Speaker:
Liam Helt, District Vice President, Fidelity Investments

Market Outlook, Investment Philosophy, Fund Introduction.
Learning about the market conditions and choosing the right funds and manager for yourself can help you find stability and growth in today’s market.

Light lunch included.

市场展望,投资策略,以及基金介绍。
了解市场并拥有优越的投资基金产品和经理会使您得到稳定及优异的回报

免费提供午餐.


Thursday, July 5, 2018 - 11:45AM to 2:00PM
Mandarin Seminar: Family Trust and Estate Planning
国语讲座:家庭信托及遗产规划

Speaker:
Iris Yang, CPA, CA, MTax. Director, Tax Planning, BMO Wealth Management

Join us for a talk and case studies about family trust and estate planning in Canada to help you navigate this important and often complicated topic of protecting and passing on your wealth and legacy.

Light lunch included.

加拿大家庭信托及遗产规划的主题和案例分析
帮您了解怎样去保护并传承您的财富

免费提供午餐.

 


If you're interested in attending or would like more information, please contact us.
座位有限,敬请报名.

Cherry Liu
Tel: 905-305-0760
Email: cherry.liu@nbpcd.com

Shirley Tse
Tel: 905-305-8766
Email: Shirley.tse@nbpcd.com