Steve Chan, Cfp, Chfc, Aepp Email & Phone Number

Steve is a Chartered Financial Consultant, professionally trained to provide total financial solutions for individuals, from Wealth Protection, to Wealth Accumulation, to Wealth Distribution. He works with successful individuals who are in control, and this includes their financial lives. He ensures all his clients have excellent cash flow, their financial goals optimally achieved, their net worth increases yearly, their retirement nest egg well prepared, and their legacy well remembered. In his consultation, he look at where his clients current financial standing is, and tailor make strategies to get them where they want in the most efficient way. - Goals Planning- Insurance Planning- Investment Planning- Tax Planning- Education Planning- Retirement Planning- Wealth Transfer Planning

Listed skills include Wealth Management, Estate Planning, Comprehensive Planning, Insurance Planning, and 14 others.

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  University Of London

  Honours