Learn financial decisions to achieve your dreams
My name is Thomas Chan, Your Trusted Financial advisor
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.
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.
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.
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.
My 3 Step Process
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!
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Reinventing Your Retirement Planning Everyone has an opinion on retirement planning. And I mean everyone! There seems to always be some uncle from your family or friend that tells you some magical thing you don’t want to miss out on and what you should invest in. In the 10 years that I have worked as …
Are you stressed about retirement planning in Canada? You’re not alone. According to a survey from CIBC and Maru/Blue, forty per cent of Canadians are worrying about the effects of COVID-19 on their retirement plans. In this blog post, we look at the three main reasons why Canadians feel stressed about retirement, and how to …