David Eng
Investment Advisor, Cfp Sonora Wealth Group - Harbourfront Wealth Management @Harbourfront Wealth Management
Vancouver, BC, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jul 2023 — Present
Investment Advisor, Cfp Sonora Wealth Group - Harbourfront Wealth Management @Harbourfront Wealth Management
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Vancouver, BC, CA
We offer concierge-like financial planning and customized investment advice- US/Canada cross border financial planning- Tax planning for incorporated business owners- Private securities and Alternative Investments - Inter-generational wealth transfer strategies
SKILLS
Investment StrategiesLife InsuranceDisability InsurancePresenterLeadershipWealth ManagementTeam LeadershipFinancial AnalysisPortfolio ManagementEvent PlanningPersonal FinanceSpecial Events CoordinationDebt Exit StrategiesInvestment PlanningFinancial AdvisoryRetirementFinancial PlanningEconomicsInvestmentsInvestment ManagementFinancial ServicesTax PlanningRetirement Planning
ABOUT DAVID ENG
David is the Principal of Sonora Wealth Group, powered by Harbourfront Wealth Management.…
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