Customer basic information:
Mr. Zhou and his wife are both 50 years old this year. They immigrated to Canada by investment 5 years ago. Mrs. Zhou and her two children live in Canada, and her eldest daughter studies in the United States. Mr. Zhou applied for non-tax residency because he couldn’t let go of his business in China. He stays in Canada for about 2 months every year, and his maple leaf card is now invalid.
He has a self-occupied house in Canada worth 3 million, and the loan has been paid off; an investment house worth 2 million, and currently there is a loan of 1 million. Funds and deposits of 1.5 million. The assets and real estate in China are about 20 million RMB, and the company is worth about 100 million RMB.

The results we help our customers achieve:
The assets of the entire family are rationally allocated and steadily appreciated, helping Mr. Zhou to focus on his career without worries, and Mrs. Zhou’s retirement life is well protected. No matter what risks may occur in the future, the family’s wealth level and quality of life will not be affected; and the optimal inheritance of finance and taxation is achieved on the basis of providing solid economic support for the children’s future education and family establishment.