Lijian Zhao - Advisor

07/03/2024

The unwavering trust of others in my capabilities strengthens my inner spirit and inspires me to reach new heights.

04/13/2024

I was truly honored to have the recognition lunch with our leaders, Grand Montréal RVP John Lanni, and celebrate my milestone successes today.

We had some meaningful conversations about how to be successful as a financial advisor. One thing that we all agree is to build trust with clients requires a combination of professionalism, expertise, transparency, and empathy. Every conversation with the client matters and consistency is the key to success.

Thank you and here's to many more success!!

01/15/2024

Regional and District Kick off 2024.. A great year of bountiful and wonderful amazing Year ahead!
Thank you Maggie! Love you guys!🥰

07/11/2023

This webinar will be delivered in Mandarin. Uncharted Waters: representatives from Franklin Templeton will share their perspective on navigating stock market volatility in an inflationary environment. This session will be followed by a Q&A. 本次网络研讨会将以普通话进行。 未知水域:...

07/04/2023

If you’re self-employed, tax time can be a source of real anxiety. Varying income from your business can mean varying tax rates, and it can quickly get confusing and unexpectedly expensive.

A better understanding of how you’re taxed will make it easier to estimate how much tax you’ll pay, and reduce the chances of a surprise at tax time.

03/24/2023

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03/24/2023

In this CE accredited webinar, your EFPS Financial Planning Consultants will go through the important questions to ask an incorporated business owner when building a roadmap. By asking the right questions you can help your business owner Clients protect the business they’ve built and options for i...

03/24/2023

the power of Sun Par over time

Vidyard video

03/24/2023

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01/31/2023

charmant montréal