BMO 2018年度中文讲座——房产-股市-保险

蔡敏MinCai -BMO房贷专家微信号c6138679688电话 613-867-9688邮箱 min.cai@bmo.com朱庆爽Victor Zhu -BMO利时证券投资顾问微信号Panda_Power电话 613-798-4257邮箱 victor1.zhu@bmo.com刘杨 - BMO房贷专家微信号Serena-Hayden-Hunter电话 613-261-2526邮箱 yang.liu@bmo.com

BMO Financial Group

<H3 CLASS="MsoNormal"><SPAN><STRONG>入场费$5(Cash Only at Door)</STRONG></SPAN></H3>
<P>所有所得入场费用将分别捐献给千字冲关/渥太华华人社区服务中心/加华文化中心</P>
<H2 CLASS="MsoNormal"><SPAN>房产-股市-保险三种不同投资方式的完全解析</SPAN></H2>
<H4 CLASS="MsoNormal"><SPAN>讲座将分为四部分，由三位专业人士来为大家一一讲解：</SPAN></H4>
<H3 CLASS="MsoNormal"><SPAN>一. </SPAN><STRONG>BMO房贷专家蔡敏</STRONG>为您解读如何投资房产以及在投资过程中需要注意的问题</H3>
<OL>
<LI>
<H4><SPAN>房产投资在退休计划中扮演的角色</SPAN><SPAN></SPAN></H4>
</LI>
<LI>
<H4><SPAN>如何利用银行杠杆原理，把借款能力最大化，从银行贷更多的款</SPAN></H4>
</LI>
<LI>
<H4>本人做房东的经验和教训</H4>
</LI>
</OL>
<H3 CLASS="MsoNormal"><SPAN><SPAN>二. </SPAN></SPAN><STRONG>BMO宏利证券投资顾问朱庆爽</STRONG>为您介绍如何合理分配投资资产以及各类投资组合</H3>
<OL>
<LI>
<H4>退休后投资风险怎么控制</H4>
</LI>
<LI>
<H4>养老现金流策略如何设置</H4>
</LI>
<LI>
<H4>保险在退休资产里扮演什么角色</H4>
</LI>
<LI>
<H4>该不该跟风购买大额分红保险</H4>
</LI>
</OL>
<H3 CLASS="MsoNormal"><SPAN><SPAN>三. </SPAN></SPAN><STRONG>BMO私人银行税务总监Simon</STRONG>会从会计角度为您提供税务分析（有现场翻译）</H3>
<OL>
<LI>
<H4>房产在个人或公司名下的利弊</H4>
</LI>
<LI>
<H4><SPAN>在免税账户</SPAN><SPAN>TFSA</SPAN><SPAN>里频繁交易股票</SPAN><SPAN></SPAN></H4>
</LI>
<LI>
<H4><SPAN>用公司资金投资股市与保险</SPAN></H4>
</LI>
</OL>
<H3>四. 房产 vs. 股票基金 vs. 人寿保险三大投资的利与弊</H3>
<P><SPAN>以上仅为部分话题，请大家准备好自己想得到答案的问题，嘉宾会尽可能的回答所有问题满足大家的个人需要。</SPAN></P>
<P><SPAN>期待大家的到来！</SPAN></P>

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BMO 2018年度中文讲座——房产-股市-保险

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