Lang & Fu Wealth Management Group of RBC Dominion Securities
Our vision is simple: to always earn the right to be our clients' first choice for Wealth Management Services.
Lang & Fu Wealth Management Group
Lang & Fu Wealth Management Group is one of the leading teams at RBC Wealth Management. Currently, we are the only Chinese advisor team in Atlantic region at RBC.
Working at RBC Wealth management, the two advisors are the most experienced Chinese speaking investment experts in Atlantic region. They are supported by a group of HNW planning specialists, providing tax, estate, trust and insurance planning services.
With years of experience working with HNW Chinese communities, we understand the complexity of your wealth management needs. While accumulating investment returns, tax planning is viewed as the second most important factor to your wealth building and preserving process. We strive to provide solutions to our HNW Chinese communities to improve the low return and high taxation situation, sometimes caused by the mismatch of volumed assets and platforms.
Stability and Strength. Canada's largest bank.
RBC is the largest bank in Canada by market cap and asset size. RBC is also one of the top 20 safest bank globally (Source: Global Finance Magazine, 2011-2014).
Founded in 1901, RBC Dominion Securities has a century of heritage helping Canadian families and immigrants manage their financial affairs.
2023 Immigration women of inspiration in finance
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
How Lang & Fu Wealth Management Group can help
Jackson provides each client with the peace of mind that comes with knowing their wealth is being professionally managed in accordance with their financial objectives. He helps investors who have reached a stage where their financial situation has become increasingly complex, and many of his clients include:
- Immigrants requiring international wealth management
- Successful business owners and self-employed professionals who need help managing personal and business assets
- Pre-retirees who want to make the most of their retirement savings as they approach retirement
- Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security
- Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
- Investment solutions
- Proprietary and third-party investment products, including mutual funds
- Global and North American equities, including stocks, preferred shares, income trusts and more
- One of Canada’s largest inventories of fixed-income and money market instruments, including T-bills, GICs, government bonds and corporate bonds
How Haiping can help:
- Investment portfolio services
- Ongoing personal advice
- Buy/sell recommendations
- Scheduled portfolio reviews
- Portfolio monitoring and rebalancing
- Multi-currency, non-registered account functionality
- Registered estate processing, tax reporting and T3 returns
Demonstrate trust and integrity in our profession.
At Lang & Fu Wealth Management Group, we believe our success is grounded in sound business principles that add the best long term value to our clients.
High liquidity | We help ensure your financial assets are always accessible to meet your personal needs
Safety first | We are dedicated to protect the hard-earned assets you entrusted to us. Market fads come and go. Instead of speculating on unsustainable returns, we focus on what we do best: preserve long-term capital with superior, enduring results.
Risk-adjusted returns | We strive to offer you competitive solutions and quality service that best meet your needs and achieve long term outstanding growth
Diversification | We focus on risk control and employ multi-level diversification strategies (currency, asset class, industry, region) to help your wealth weather through market cycles.
We are able to help you identify and address your wealth objectives, such as:
Wealth preservation | how do I avoid permanent impairment to the capital? (e.g. due to business challenges, market downturns, or personal circumstances)
Lifestyle protection | how do I ensure sufficient funds for my lifestyle and legacy goals?
Wealth succession | how do I prepare my assets for transition to heirs in an effective way?
Coordinated management | where do I find discreet professionals to simplify my financial affairs?
Grow more than wealth
With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.
Wealth Articles
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.