
About Hu's Wealth Management
Strategic financial planning for individuals, couples and families.
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Our Purpose
At Hu's Wealth Management, we believe financial planning should bring clarity and confidence to every stage of life. Our goal is to help individuals, families, and couples develop sustainable and strategic financial plans that support both their current priorities and their long-term ambitions. For this reason, our team is committed to providing thoughtful guidance and dependable support throughout every step.
What We Do
Hu's Wealth Management is a full-service financial security planning firm. We provide comprehensive financial planning and wealth management services designed to help our clients make informed decisions about their financial future. Our team works closely with individuals, families, and couples to develop strategies that align with their personal goals, financial circumstances, and long-term aspirations. One area of particular expertise is in helping business owners, professionals and individuals to help maximize asset value, reduce taxes and leave more for the next generation.

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我们的队伍
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胡美玉(Joyce)
CEO
在过去 20 年担任金融安全顾问和投资代表。 Joyce对财务安全和投资有着独特的判断力。凭借对投资和理财的热忱,她针对客户的特定需求提供量身定制的理财方案,帮助客户实现理财目标。
电话:+1 647 633 6880

麦嘉迪丝
BA、CFP、EPC
Gladys 是一位热情且知识渊博的注册理财规划师,她拥有超过 20 年的
在金融服务行业工作的经验,她的财务规划专业知识,尤其是
高净值客户,通过与专业会计师、律师和税务合作建立
专家。
电话:+1 416-804-7591


杨晨
金融安全顾问和投资代表
我是一段。单击此处添加您自己的文本并编辑我。这很容易。只需单击“编辑文本”或双击我即可添加您自己的内容并更改字体。我是您讲述故事并让您的用户更多地了解您的好地方。
电话:+1 416-825-5416
