Meet Our Team
William J.Y. Chan’s career in the financial service industry goes back more than 15 years.
William believes that financial planning is about a person’s value and it is important to protect and preserve his clients’ principal. It is important to develop the right plan for an individual’s situation by utilizing tools that maximize tax deductions, manage market volatility and risk,
His strong educational credentials and years of experience enable him to provide unbiased, independent, in-depth advice and serve his clients.
William received his BA from McMaster University. His graduate studies culminated in an MBA from University of Southern California. He is proficient in corporation, business and personal taxes. He is also a charter member of the Canadian Initiative for Elder Planning Studies and completed the demanding requirements to become a Certified Financial Planner.
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Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.