JM Plateau International Wealth Management

The JM Plateau International Wealth Management Corp. stands as a trusted financial services provider, empowering individuals and families in the Lower Mainland to achieve financial security and prosperity. With a team of experienced professionals and a diverse range of services, we address every aspect of your financial life.

Our Vision and Values

Our vision is to cultivate and empower individuals to achieve financial confidence. We uphold integrity, transparency, and personalized client service as our core values. We are dedicated to building lasting relationships and providing solutions that align with your unique needs and goals.

Comprehensive Financial Services

We offer a comprehensive selection of services spanning both asset management and insurance planning. Our offerings include:

• Retirement Planning: Optimize your RRSP, TFSA, RRIF, and other retirement plans to maximize your savings and income during and after retirement.
• Tax-Free Planning: Maximize your tax savings through strategic investing and wealth management strategies.
• Estate Planning: Secure your financial future with a comprehensive estate plan that includes will writing, power of attorney, and trust services.
• Asset Protection Planning: Protect your assets from potential risks and contingencies through insurance coverage and wealth preservation strategies.
• Insurance Planning: Find tailored insurance solutions to address your specific needs, including life insurance, critical illness insurance, and disability insurance.

Partnership and Expertise

We partner with leading insurance companies and financial institutions in Canada to access the latest industry knowledge and products. Our team of experienced advisors undergoes continuous professional development to refine their expertise and deliver exceptional client service.

Our Team

Driven by a passion for financial empowerment, our team comprises industry veterans with diverse backgrounds. Led by CEO Jerry Song, a seasoned financial planner with over a decade of experience at renowned institutions, we are committed to exceeding client expectations.

Building Your Financial Future

JM Plateau International Wealth Management Corp. stands ready to guide you through your financial journey. Our personalized approach and tailored strategies will empower you to make informed financial decisions and achieve your financial goals.