Business Details
Your Trusted Financial Adviser in Vancouver
Jmpgroup specializes in comprehensive financial services, combining expertise in asset management and insurance planning. Our team collaborates with leading Canadian insurance companies and financial institutions to provide tailored resources that address individual client needs. With a focus on the Lower Mainland region, we prioritize cultivating skilled advisors to deliver personalized financial solutions. Our leadership includes industry-recognized professionals with decades of experience in investment advisory roles, having managed over $100 million in insurance portfolios. We emphasize strategic retirement planning, estate protection, and innovative investment approaches while maintaining a client-centric philosophy.Our advisors hold prestigious certifications and have received accolades for excellence in financial planning. Through partnerships with top-tier institutions, we offer diverse financial products including mutual funds, real estate investments, and mortgage-based solutions. Our operational framework integrates rigorous training programs to ensure advisors meet evolving client needs. The company's growth trajectory reflects its commitment to financial education and long-term client relationships. By focusing on both personal and institutional financial strategies, we aim to establish lasting trust through transparent advisory practices.
Services
Retirement Planning
Estate Planning
Insurance Solutions
Portfolio Investment
Asset Management
Tax-Free Savings Accounts
Life Insurance
Critical Illness Insurance
Real Estate Investment
Mutual Fund Investment
Highlights and features
- We offer expertise in asset management and insurance planning with Canadian institutions
- Our team includes award-winning advisors with 10+ years' experience at major banks
- We provide tailored retirement and estate planning solutions
- Our investment strategies include mutual funds and real estate opportunities
- We focus on personalized service for Lower Mainland residents
Services
Retirement Planning
Our retirement planning services help clients secure financial futures through customized strategies. We specialize in RRSPs, TFSAs, and RRIFs while offering tax-efficient solutions for lock-in plans. With expertise in long-term wealth preservation, we ensure clients achieve financial stability through comprehensive retirement income planning tailored to individual needs and life stages.
Estate Planning
Estate planning services focus on asset protection and inheritance strategies. We help clients establish deferral tax shelters and trust arrangements while creating comprehensive plans for wealth transfer. Our approach ensures clients' financial legacies are preserved according to their wishes through legally sound documentation and strategic tax planning considerations.
Insurance Solutions
We provide comprehensive insurance planning including life, critical illness, and disability coverage. Our team offers group insurance solutions and travel protection plans while helping clients understand policy options. Through partnerships with top Canadian insurers, we match clients with coverage that aligns with their financial goals and risk management requirements.
Portfolio Investment
Our portfolio investment services include mutual fund opportunities and real estate investment trusts. We help clients build diversified investment portfolios through mortgage investment corporations and other vehicles. With market analysis and risk assessment, we create investment strategies that balance growth potential with capital preservation objectives.
Asset Management
Asset management services combine strategic investment approaches with ongoing portfolio monitoring. We help clients optimize financial resources through tailored management strategies while maintaining compliance with regulatory standards. Our approach focuses on long-term wealth accumulation through systematic investment planning and regular performance reviews.
People
Jerry Song
CEO
CIM, PFP, RRC, MDRT designations with 10 years at CIBC as Senior Account Manager. Managed $100M+ in insurance portfolios and won multiple Elite Financial Planner awards at Sun Life Financial. Graduated from University of Calgary in 2003.
Connie Tu
General Manager
Bachelor of Business Administration from Shanghai International Studies University and Kwantlen Polytechnic University. Specializes in strategic personnel training and system planning. Oversees travel insurance operations and office management at JMP Group.
Questions
What financial services do you specialize in?
We specialize in retirement planning, estate protection, insurance solutions, and portfolio investment management tailored to individual client needs.
Which areas do you serve?
Our primary service area is the Lower Mainland region of British Columbia, with clients across Canada.
What qualifications do your advisors hold?
Our team includes Certified Investment Managers, Personal Financial Planners, and MDRT qualifiers with decades of combined industry experience.
How do you approach investment planning?
We use a personalized approach combining mutual funds, real estate investments, and mortgage corporations to create diversified portfolios aligned with client goals.
What insurance products do you offer?
We provide life insurance, critical illness coverage, disability protection, group insurance, and travel insurance through top Canadian providers.
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