The beauty of starting a long-term investment strategy early in your life is that time is on your side. By setting the stage for lifelong financial stability now, you can avoid being boxed in a corner because of money and instead have the freedom to make choices.
In my practice, I work with young professionals who have the benefit of time to build their wealth. With a vision for the future, a smart financial strategy and the advantage of compounding interest, you'll be on the path toward financial freedom. As a young financial advisor, I can easily commit to being here with you for the long-term. We're in this together.
It was my dad who taught me how to be respectful about money. He came from poor financial circumstances in Hong Kong before emigrating to Canada. I watched him carefully spend and faithfully save with his eye on a better financial future. With that same intensity of focus, I call on both my money skills and my interpersonal skills to make a difference for my clients. Being good with money is great, but it's just as important that I understand what is important to you and what you want your money to do. That's why our first meeting isn't about numbers. It's a friendly discussion about your goals, your family, your kids, and your life situation.
Prior to joining Edward Jones, I spent 4 years at IG Wealth and CIBC, helping my clients with wealth management and holistic financial planning. I've invested my time and effort to earn my Certified Financial Planner® designation, which required me to demonstrate my knowledge, skills, experience and ethics in helping clients with their entire financial picture.
Outside of the office, I'm a sports guy at heart. During my years studying at the University of Toronto, I trained with the triathlon club, and I am still an avid member. I also enjoy skiing and skating over the winter, cycling and golfing over the summer, and running and weight lifting are year around passions.
I would welcome the chance to talk with you about your interests, the possibilities for your life and how we can work together toward a prosperous and secure financial future.
- Education Savings Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Protection Strategies
- Wealth Strategies
My Personal Interests
Phone NumberRyan J Chan at (905) 470-0919
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