Brian Chan, Cfp®, Rrc® Email & Phone Number

In an age where information regarding one's finances is readily available, it is becoming increasingly difficult to navigate through the "noise" to identify what matters most. Our team helps our clients establish the goals and priorities in their financial life to enable informed decision making. While our comprehensive process and strategies work for everyone, we specialize in financial planning for professionals, business owners, and their families.Our financial planning philosophy is founded on three guiding principles: education, accountability, and transparency. Through the development of a written financial plan tailored towards each goal and objective, we are committed to empowering clients with a complete understanding of their financial situation to keep them educated of all opportunities available. The plan ensures that all actions taken are mutually understood and agreed upon, which holds us accountable to putting clients' needs first.Specialties: Corporate Planning & Tax Efficient Withdrawal Solutions, Integrating Corporate Finances with Personal Financial Management, Portfolio Management, Protection Planning & Risk Management, Retirement Planning, and Estate Preservation & Planning Strategies

Listed skills include Investments, Financial Analysis, Risk Management, Income Protection, and 12 others.

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  University Of Waterloo

  Accounting And Finance