Chris Chan, CFP

Chris Chan, CFP

Followers of Chris Chan, CFP543 followers
location of Chris Chan, CFPRichmond, British Columbia, Canada

Connect with Chris Chan, CFP to Send Message

Connect

Connect with Chris Chan, CFP to Send Message

Connect
  • Timeline

  • About me

    Senior Financial Planner, RBC Financial Planning

  • Education

    • Hong Kong Management Association

      1992 - 1994
      Diploma Marketing/Marketing Management, General
  • Experience

    • Sun Life Financial

      Jan 1999 - Jun 2015

      I am helping my clients to build their financial plan in their different life stages. I provide advises to their insurance and investment portfolio to help them meet their financial or personal goals. Life Insurance, Accident & Sickness, Mutual Fund licensed

      • Advisor

        Dec 2013 - Jun 2015
      • Financial Centre Manager

        Mar 2011 - Nov 2013
      • Senior Associate Manager

        Jun 2007 - Feb 2011
      • Associate Manager

        Jun 2001 - May 2007
      • Advisor

        Jan 1999 - May 2001
    • RBC

      Jul 2015 - now
      Financial Planner, RBC Financial Planning

      Financial Planner

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      Financial Planning Standards Council (FPSC)
      Jan 2006