伦敦理财Waterloo 2019夏季免费系列讲座

                             夏季系列讲座

为回馈和更好服务滑铁卢及周边地区的华人朋友,2019年夏季由伦敦理财的全职专业理财顾问给大家奉献一组专业的讲座。每次座位限20,希望大家及早订座。如果已订座但临时来不了的朋友请及时告知。从事金融行业的人员请另约。讲座的时间是周日下午两点。讲座地点在伦敦理财的Kitchener办公室(详细请见订座链接),免费停车。联系电话:226-606-0289

讲座一: 退休规划 (适合人群45+)(June 23)

话题:RRSP、CPP、GIS、OAS、RPP、DPSP、DBPP、RRIF、Annuities、reverse mortgage、RCA

June 23 免费订座:https://www.eventbrite.ca/e/jun-23-tickets-63364606243

讲座二:投资 (June 30)

话题:Mutual funds; Segregated funds; fund selection; smart investment tips;

June 30 免费订座:https://www.eventbrite.ca/e/jun-30-tickets-63364703534

讲座三:人寿保险及遗产规划 (July 07)

话题:family law basics、risk management、Life insurance、Estate planning (probate; will, taxation; POA)

July 07 免费订座:https://www.eventbrite.ca/e/jul-7-tickets-63364801828

讲座四:健康及在世保障规划 (July 21)

话题:individual/group health dental;Living benefits planning; critical illness; disability insurance

July 21 免费订座:https://www.eventbrite.ca/e/jul-21-tickets-63364850975

讲座五:保险的详细配置和规划workshop (Aug 11)

话题:illustrations, configurations, buying tips (Term, Par., UL, CI, DI, Travel, Health and dental), existing policy reviews

Aug 11 免费订座:https://www.eventbrite.ca/e/aug-11-tickets-63364903131

主办人名片:

Welcome to the new Canada Life

另外本办公室招聘新员工,有意者请联系我。(职位介绍请参见:https://www.freedom55financial.com/zh-cn/careers.html

Mortgage 房屋贷款

房屋贷款利率如下:

固定利率 (购买CMHC保险后的固定利率)

1 year – 3.10% (1 year – 2.95%)
2 year – 3.10% (2 year – 2.95%)
3 year – 2.96% (3 year – 2.81%)
4 year – 3.03% (4 year – 2.85%)
5 year – 3.01% (5 year – 2.85%)

5年期浮动利率Conventional 5 year Variable Rate = 3.19% (Insured 5 year Variable Rate = 3.04%)

***Conventional Rates are for Refinances or clients Purchasing a new home with at least 20% down.***

***Insured Rates are for clients purchasing a home with less than 20% down and paying a CMHC Premium***

 

 

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旅游保险、超级签证保险

加拿大超级签证保险的简介:

超级签证保险

(上图共2页;请点击图片选择换页和缩放)

 

加拿大旅游探亲保险的简介:

加拿大旅游访问保险

(上图共2页;请点击图片选择换页和缩放)

 

加拿大Manulife旅游探亲保险的费率:($75 deductible为例,如果选择0垫付则增加5%)

加拿大旅游访问保险费率

 

 

购买以上保险所需要的资料:

客人姓名、生日、原居住国名、在加拿大住址和电话、到加拿大的日期、保单的起始日期,购买的保额和理赔垫付款金额。详情请咨询我。

除了Manulife的保单,也代理JF Group 的保单(在线购买:https://www.jfgroup.ca/agent/3147) 和 Allianz的保单。

 

电话:226-606-0289

电邮:ying.huang@f55f.com

 

加拿大JF Group旅游探亲保险简介:

加拿大旅游访问保险费率2