Nova Wealth Notes｜在加拿大的财富与人生笔记

by Nova Zhao, CFA, FRM

这里是 Nova Zhao。我是一名在加拿大执业的财富规划顾问，也是一名 CFA 与 FRM。从金融行业一路走来，我见过市场的起伏，也感受过财富对每个家庭的重量。在这里，我会轻轻打开我记录的财富故事。包括企业主的税务困境、公司保单结构、家庭的保障设计、移民家庭在加拿大的规划方式、高净值客户面对的人生选择，也包括作为两个孩子的妈妈，我在温哥华的生活思考。你会在每一集里听到：• 真实案例• 容易听懂的结构与策略• 高含金量的行业洞察• 关于家庭、选择与人生的深度对话愿这些声音陪你打造稳稳的底盘，让你在财富与生活之间，找到属于自己的余裕。

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HOSTED BY

Nova Zhao, CFA, FRM

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