John Chan

John C.Y. Chan 陳俊仁 is passionate about informing and inspiring people about his professional work and community service associations.

John has been servicing individuals, families, and business owners in the finance industry since 2010. His vast knowledge in the wealth management field encompasses areas of investments, insurance, tax saving strategies, and debt management for people of all ages. Within his firm, John shares his knowledge through internal training sessions and direct mentorship to his associates. He is fluent in verbal and written English, Cantonese, and Mandarin.

As an independent broker in the finance industry, John actively partners with other business professionals and consultants, both within the financial services industry and in other areas, such as in accounting, legal, real estate, mortgage, IT, marketing, immigration, and more. He strongly believes in the value of having a large connection of professionals for support.

John’s dedication to the finance industry dates back to his undergraduate studies in the University of British Columbia’s Sauder School of Business as a Bachelor of Commerce. Upon graduation, he has worked in multiple positions at major Canadian retail banks before transitioning as an independent broker. He holds certifications in the Canadian Securities Course (CSC) and licenses for Life Insurance (LLQP) and Mutual Funds (MFDA).