Peggy Yip Charette is a renowned investment advisor and a broker with 17 years of experience. Peggy Yip Charette is employed by HSBC INC. Which provides investment advisory service for 1800+ clients.
Investment Banking
Aiding in capital raising for entities, investment banking provides financial transaction advice, including mergers and acquisitions, and underwrites securities for investors
Portfolio Management
Strategically overseeing a set of investments like stocks and bonds to attain financial objectives involves portfolio management, balancing risk and return.
Tax Optimization
Identifying opportunities to minimize tax liabilities and maximize savings.
Financial Advisory
Guiding individuals, businesses, or organizations in managing finances and making investment decisions, financial advisory aims to help achieve specific financial goals.
Trading Services
Facilitating asset transactions like stocks and bonds, trading services, often offered by brokerage firms, enable investors to execute trades, manage portfolios, and access market data.
Cryptocurrency
Facilitating asset transactions like stocks and bonds, trading services, often offered by brokerage firms, enable investors to execute trades, manage portfolios, and access market data.
For any inquiries or to start a conversation about your financial future, please fill out the form. I look forward to being a part of your financial success story.
“Risk comes from not knowing what you’re doing.” —Warren Buffett
“The goal of a successful investor is to make the best possible decisions in the present, while not obsessing over the unpredictable future.” —Peter Lynch