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Chris Chan, CFP

Chris Chan, CFP

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

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  • 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