I work with families, professionals, and businesses-owners who are looking for financial guidance. I specialize in insurance, retirement, and estate planning. I find that people today are really busy with their careers, so they don't much time to identify their financial goals and look after their financial plans. Most people have multiple financial vehicles in different accounts at multiple institutions. My job is to help them bring together all the pieces under one organized plan. I do my best to keep things conceptual and simple so people can really understand what they need. I am licensed in the following provinces: - British Columbia - Ontario - Alberta
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Insurance SpecialistWynners Financial Group - 威利時 Sep 2015 - PresentRichmond, B.C, CanadaMutual Funds are available through Global Maxfin Investments Inc.Insurance Products, Segregated Funds, HISA and GIC available through Financial Horizons Group, Global Insurance Solutions Inc, and Wynners Financial Group -
Insurance SpecialistFinancial Horizons Group Mar 2021 - PresentCanadaMutual Funds are available through Global Maxfin Investments Inc.Insurance Products, Segregated Funds, HISA and GIC available through Financial Horizons Group, Global Insurance Solutions Inc, and Wynners Financial Group -
Insurance SpecialistTorce Financial Group Sep 2015 - PresentRichmond, British Columbia, CanadaMutual Funds are available through Global Maxfin Investments Inc.Insurance Products, Segregated Funds, HISA and GIC available through Financial Horizons Group, Global Insurance Solutions Inc, and Wynners Financial Group -
Mutual Fund RepresentativeGlobal Maxfin Investments Inc Feb 2020 - PresentMutual Funds are available through Global Maxfin Investments Inc.Insurance Products, Segregated Funds, HISA and GIC available through Financial Horizons Group, Global Insurance Solutions Inc, and Wynners Financial Group -
Insurance SpecialistGlobal Insurance Solutions Inc. Sep 2015 - PresentRichmond, B.C, CanadaInsurance Products, Segregated Funds, HISA and GIC available through Financial Horizons Group, Global Insurance Solutions Inc, and Wynners Financial Group -
Chief Operating OfficerOriental Infotainment - 東方年代 Jan 2020 - PresentVancouver, British Columbia, Canadahttps://www.orientalinfo.ca/ -
Embedded Qa AnalystElectronic Arts (Ea) May 2013 - May 2015Burnaby, B.C, Canada- Performed technical analysis on Origin (a game distribution software client) including grey-box testing to ensure resulting products match the requirements of the proposed designs- Created test plans to guide black-box testers through testing procedures and examining verification points to ensure features are properly implemented- Composed technical documents and reports such as software feature guides to educate colleagues regarding the features that I was analyzing- Analyzed telemetry data to verify that program events are being tracked by the telemetry server when certain actions are triggered by program users- Delivered in-person and video presentations that showcased new features to other team members- Attended daily meetings to gain synchronized knowledge and provide inputs on project’s features and progresses- Tracked feature development to ensure the information on feature guides were updated and proposed new features would not be in conflict with existing features -
Online Customer ServiceCraftcity Co. Oct 2010 - Oct 2011Dongguan, Guangdong, China- Experienced in running an e-commerce store using Alibaba platform- Responded to inquiries via emails and messenger to understand customers’ needs and reported them to the manager- Cooperated with co-workers overseas to negotiate with customers and resolve issues when unexpected situations occurred - Managed products on the factory website to ensure product are clearly presented and organized with detailed descriptions to attract business
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Front Desk ReceptionistThe River Club Feb 2011 - Aug 2011Richmond, B.C, Canada- Provided customer service to ensure that all club members are able to receive accurate information about the features of the facility - Introduced the facility to walk-in potential customers to increase customer base- Promoted pro shop products to increase sports club revenues - Built and maintained relationships with club members to create a warm and welcoming environment
Benny Chen Skills
Benny Chen Education Details
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Electrical Engineering
Frequently Asked Questions about Benny Chen
What company does Benny Chen work for?
Benny Chen works for Wynners Financial Group - 威利時
What is Benny Chen's role at the current company?
Benny Chen's current role is CFP MDRT.
What schools did Benny Chen attend?
Benny Chen attended The University Of British Columbia.
What skills is Benny Chen known for?
Benny Chen has skills like Microsoft Office, Teamwork, Microsoft Excel, Customer Service, Social Media Marketing, Testing, Event Planning, Microsoft Word, Powerpoint, C++.
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