Business Details
Expert Financial Advisers in Richmond, BC
Jmpgroup is a dynamic financial services firm dedicated to empowering clients through strategic asset management and comprehensive insurance planning. Founded by a team of seasoned entrepreneurs, we prioritize cultivating a network of highly trained advisors committed to delivering personalized financial solutions. Our partnerships with leading Canadian insurance companies and financial institutions enable us to offer tailored resources that address diverse client needs.With a focus on the Lower Mainland, our leadership team combines decades of industry experience, including accolades as top-tier financial advisors and elite planners. We uphold a client-centric philosophy, ensuring every recommendation aligns with individual goals while maintaining the highest standards of professionalism and integrity.
Services
Retirement Planning
Estate Planning
Insurance Planning
Portfolio Investment
Mutual Fund Investment
Real Estate Investment Trust
Mortgage Investment Corp
Asset Protection Planning
Inheritance Planning
Tax Shelter Trust Service
Highlights and features
- We partner with Canada's top financial institutions to offer tailored solutions.
- Our team includes award-winning advisors with decades of industry experience.
- We focus on comprehensive service for Lower Mainland residents.
- Our leadership holds elite certifications like CIM, PFP, and MDRT.
- We provide specialized expertise in mutual funds, real estate, and insurance.
Associations and certifications
- CIPF
Services
Retirement Planning
Our retirement planning services encompass RRSPs, TFSAs, RRIFs, and lock-in plans to secure your financial future. We design personalized strategies to maximize tax efficiency and long-term growth. Clients benefit from expert guidance tailored to their unique goals and timelines.
Estate Planning
Estate planning focuses on asset protection, inheritance strategies, and tax deferral to preserve wealth across generations. We create customized frameworks to ensure seamless wealth transfer while minimizing legal complexities. Our approach prioritizes client peace of mind through comprehensive trust services.
Insurance Planning
Insurance solutions include life, critical illness, disability, and group coverage to mitigate financial risks. We collaborate with top insurers to offer policies aligned with individual and business needs. Our advisors ensure optimal protection while balancing affordability and coverage scope.
Portfolio Investment
Portfolio investment services feature mutual funds, real estate trusts, and mortgage investments for diversified growth. We leverage partnerships with leading institutions to deliver competitive returns across market conditions. Strategies adapt to client risk tolerance and financial objectives.
Asset Protection
Asset protection planning safeguards your financial legacy through legal structures and tax-efficient strategies. We specialize in shielding wealth from unforeseen liabilities while maintaining liquidity. Clients receive tailored advice to secure their assets for future generations.
People
Jerry Song
CEO
Jerry Song, CIM, PFP, RRC, MDRT, graduated from the University of Calgary in 2003. He served as a Senior Account Manager at CIBC for 10 years, recognized as a top 5% elite advisor. He managed over $100M in insurance and earned the Elite Financial Planner award at Sun Life Financial.
Connie Tu
General Manager
Connie Tu holds a Bachelor of Business Administration from Shanghai International Studies University and Kwantlen Polytechnic University. She specializes in strategic personnel training and innovative system planning. At JMP Group, she oversees travel insurance and office management operations.
Questions
What financial services do you specialize in?
We specialize in retirement planning, estate management, insurance solutions, and portfolio investments, including mutual funds and real estate trusts.
Do you serve clients outside the Lower Mainland?
While our focus is the Lower Mainland, we collaborate with national institutions to support clients across Canada through tailored financial strategies.
What certifications do your advisors hold?
Our team includes advisors with certifications such as CIM, PFP, RRC, and MDRT, ensuring expertise in financial planning and investment management.
How do you partner with insurance companies?
We partner with top Canadian insurers to offer competitive life, disability, and critical illness policies tailored to individual and business needs.
Can I access investment products through your firm?
Yes, we offer mutual funds through Queen Financial Group Inc., a member of CIPF, ensuring secure and diversified investment options.
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