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Our Products

产品及服务

Mutual Fund 基金

 

基金根据风险等级、地域板块、长短期等不同,有数种分。为了满足投资者分散投资、对冲风险的需求,

黑钥可为您选择在所有加拿大基金公司提供的公募基金

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Segregated Fund 保本基金

在争取资本增值同时保证本金不亏损,并规避资产传承中的遗嘱认证费、律师费、管理费。通过更多类型的投资,包含股票类、债券类、ETF,实现安全的财产增值。

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Investment Insurance 投资类保险

作为资产传承的金融工具,它能让你的资产在有稳定回报的同时回避遗产认证、律师费、管理费以及税务的困扰。适合想规避投资市场风险和追求稳定投资回报率的客户。

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Wealth Management 黑钥VIP客户

您的专属精英咨询团队由一位高级私人理财顾问和一位专属会计顾问贴身服务,针对您的个人需求,量身定做全套投资规划方案,包含教育、保障、退休、借贷以及资产传承计划,满足您不同各阶段的财富目标,根据您的资产做最完善的资产配置,使您的财富稳健成长。

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Our Partners 我们的合作伙伴

Investment

 

J.P Morgan

Mackenzie

Franklin Templeton

Fidelity

AGF

Putnam

Black Rock

CI Investment

RBC

CIBC

TD

Scotiabank

Insurance

 

Canada Life

Sun Life

Manulife

Great West Life

Empire Life

Industrial Alliance

IA Excellence

BMO Insurance

RBC Insurance

Foresters Life

Equitable Life

Desjardins Financial

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[2]

[2]

[2]

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[2]

[1]The services of providing Mutual Funds are offered through 3i Financial Investment Services Inc.

[2]The services of providing life insurance and segregated funds are offered through IDC Worldsource Insurance Network, details presented at insurance partners of Black Key Financial Consulting Inc.

* The service of providing certain investment products are offered through insurance companies as segregated funds

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