Bio

With over a decade of experience, Chen has been dedicated to advising and supporting high-net-worth families and business owners in their financial and estate planning needs. He holds a Bachelor of Commerce degree from Toronto Metropolitan University and is a Chartered Life Underwriter (CLU) as recognized by The Institute™. The CLU designation is a testament to his expertise in financial advisory, setting the standard for creating effective solutions in risk management, wealth generation and preservation, estate planning, and wealth transfer. Chen's mission is to empower his clients through wealth management strategies and financial advisory services.

Description

Our mission is to empower our clients through wealth management strategies and financial advisory services. We’re committed to helping clients build, safeguard, and efficiently transfer their wealth.

We firmly believe in a holistic approach to financial well-being, offering comprehensive solutions that include cash flow planning, insurance planning, investment planning, retirement planning, tax planning, and estate planning. By addressing every facet of our clients’ financial lives, we empower them to make informed decisions for lasting success.

Services

- Financial Planning
- Estate Planning
- Charitable Giving
- Business Continuation Planning
- Business Succession Planning
- Employee Group Benefits