Have Freedom?
Learn financial decisions to achieve your dreams
This is Thomas Chan, Your Trusted Financial advisor
Most 5⭐️Reviews - Individual Advisor in B.C.
Increase Confidence
Be Empowered
Achieve Freedom
Canadians live paycheque to paycheque.
of Canadians have less than 3 months savings.
of Canadians could come up with $2000 in emergency money if needed.
Have comfort knowing you made educated decisions
I empower you with knowledge to make better choices to achieve your dreams.
Insurance Planning
Knowing how to protect is as important as knowing how to grow. I will show you how you can use insurance to protect you and your money from the tax man when your world is upside down.
Retirement Planning
Knowing your money will outlive you will give you peace of mind. I will show you what you need to do to have a vibrant and abundant retirement.
Wealth Planning
Get clear on what you need to do to get ahead. Learn the steps to get you closer to that house, car or vacation property!
Where to start?
Learn your starting point
Book a time to chat to see if we are a good fit. I will share tools and strategies with you to start you on your journey.
Create and Take Action
We'll create a plan based on your specific needs. I'll show you how to achieve them and take you through it step by step.
Refine and Monitor
I monitor the changes in the marketplace and your life. I touch base consistently to make sure the plan is on the right track and adjust if needed.
I know what it's like to fear money.
I know it's scary to talk about money.
I know what it's like to feel lost.
Let me share my story with you and share why I'm passionate about empowering you.
Why me?
Constant Improvement | ✔ | ✔ | ✔ | ✔ | ✖ |
High Compliance | ✔ | ✔ | ✔ | ✔ | ✖ |
Personalized plans | ✔ | ✔ | Limited | ✔ | ✖ |
Step-by-Step Consultation | ✔ | ✔ | Limited | ✔ | ✖ |
Guaranteed Acceptance | ✔ | Limited | Limited | Limited | ✔ |
Regular Scheduled Review | Semi-Annually | Annually | ✖ | Annually | ✖ |
Team Approach | ✔ | ✖ | Limited | Limited | ✖ |
Choice Of Providers & Plans | ✔ | ✔ | ✖ | ✖ | ✖ |
Solution-Based Approach | ✔ | ✔ | ✖ | ✖ | ✖ |
Instant Quote | ✖ | ✖ | ✔ | ✖ | ✔ |
Comprehensive Planning | ✔ | ✖ | Limited | ✖ | ✖ |
Education Channel | ✔ | ✖ | ✖ | ✖ | ✖ |
One-Stop Network | ✔ | ✖ | ✖ | ✖ | ✖ |
My 3 Step Process
BOOK APPOINTMENT
About Insurance Planning and protecting your family when things don't go as planned.
LET'S DISCUSS
Let's chat about your retirement plans are. Where are you now and what you need to go.
About Me
Throughout my years within the industry, I have built a reputation for developing personal financial strategies, setting up risk management, and accumulating wealth for young individuals and families. Starting from friends and becoming extended family members, there is nothing more satisfying than witnessing people accomplishing their financial goals.
I want to focus on helping Canadians to make the right financial decisions. No matter what age group or background you are in, knowledge has the potential to unlock wealth.
The more you know, the better you become!
RESP 101 | Everything You Need to know about the Registered Education Savings Plan in Canada
Did you know there is an investment plan that can give you 20% return guarantee risk-free each year, and is also backed by the Canadian government? This investment plan that I’m referring to is the Registered Education Savings Plan (RESP) and in this post, you’ll learn how RESPs work, why it’s important to utilize the …
The Good, the Bad and the Ugly of Term Life Insurance
A common question about life insurance in Canada is whether or not you should go for term life insurance. After all, they seem to be the cheapest form of life insurance and anything other than that feels unnecessary, as if you are giving extra to the insurance company. Or, if you take a quick search, …
The Good, the Bad and the Ugly of Term Life Insurance Read More »
How Does Life Insurance Work in Canada?
While life insurance is not the most exciting topic to discuss, I promise it is more relevant to you and your family’s financial health than you think. In this article, you will learn the basic terminology about life insurance, the different types of insurance you can get in Canada, how they work and how to …