Fund Investment 基金投资

Fund Investment 基金投资
蒋志成Charles Jiang
Company Name
皇后金融Queen Financial Group
7030 Woodbine Ave., Unit 205, Markham, ON, L3R 6G2
(416) 918-6768
Retail hours
by appointment

Our company

Over the last years Queen Financial has collected some awards being recognized as one of the Top 10 Financial Advisory companies in Canada. We are very grateful for each of our Advisers and each of our clients who helped us become what we are today.

Our features

CAPITAL PRESERVATION- Get assistance to manage your investments conservatively.
HIGH YIELD INVESTMENTS- High-performance strategies for clients with higher risk tolerance.
RISK COVERS- Protect both your family and your wealth and manage your risks prudently.
DIVERSIFICATION- Balance the risk in your portfolio by understanding and appling your personal risk profile.

Our products and services

We have several categories of investments for you: RRSP, Group RRSP, RESP, Mutual Fund, Labour Sponsored Investments Funds, Exempt Market products such as Real Estate Investment Funds and Private Equity Investment Funds.
We also represent the major financial institutions in Canada, including banks and mutual fund companies.

High Quality Investment Funds

Select from the thousands of mutual funds available in the Canadian investment market to invest for various purposes: buying a home, buying a car, going for a dream vacation, enjoying your golden retirement life.

Reliable Insurance Plans

Over the years Queen Financial has built a considerable reputation helping both newcomers and well-established immigrants by providing them with the most reliable risk covers.

Financial Advisory

We are here to help you grow your financial assets always putting your interests first and listening to you. Working with a financial advisor can provide you with a better chance of: Accumulating greater wealth through better saving behaviour, maintaining a long-term investment strategy, protecting against poor financial decisions, building assets for a more comfortable retirement, selecting tax-efficient investment vehicles, avoiding emotional investing habits.

An advisor’s role

A professional financial advisor can help you set realistic goals and understand the investment products that make sense for your portfolio, and then help you monitor and understand how your investments have performed. With a trusted advisor and a financial plan tailored to your goals, you are on your way.

Charles Jiang

Charles Jiang is CEO of Queen Financial Group and president of Royal Financial College. He obtained his master`s degree from Sichuan University and MBA from the University of Windsor. In 2002, he left his well-paid government job to become an independent financial advisor in the competitive financial service industry. In 2005, Charles Jiang established Queen Financial Group. In 2006, he obtained a mutual fund dealer license from MFDA, the Ontario Securities Commission and the BC Securities Commission. He is the first, and currently the only, Chinese immigrant from the Chinese mainland to obtain such a license in Canada. Under his leadership, Queen Financial has developed into a well-known, leading financial company in the Chinese community. Charles Jiang has obtained rich experience in wealth management and advisor management. He is also well-equipped with knowledge in compliance and risk management.
Charles Jiang has established himself in the industry by obtaining important professional designations, including Chartered Strategic Wealth Professional, Financial Management Advisor, Certified Financial Planner and Million Dollar Round Table Member. In addition, Charles Jiang has won numerous awards, including the 2006 Outstanding Canadian Chinese Entrepreneur Award, 2007 Excellent Chinese Entrepreneur Award, 2008 Canadian Chinese “Best Startup Business” Award, 2008 “China`s Top 10 Economic Talents” Award, 2008 World Chinese Who`s Who, 2009 Top 25 Canadian Immigrants Finalist Award, and 2010 Excellent Chinese Community Service Award.