Jason Chan

About me

After graduating from the University of Windsor with an Honours degree in Environmental Studies specializing in resource management, I headed out to Alberta to map and manage the province’s oil and gas resources and help companies mitigate their risks from the environment. After returning to Toronto, I decided to use my skills to help my clients map out and manage their financial goals.

How I can help

I can map out the best financial products and strategies to effectively get you to where you need to be, and then customize and optimize them to your unique situation. I’m certain you’ll be enlightened by the innovative options and strategies available to you that only a fully independent broker like me can bring. You can also be sure you’re getting accurate, unbiased advice. Being independent, I work for you, not the companies whose products I happen to carry.

Did I mention I’m mobile?

As part of my commitment to serve you better, I’ll meet with you wherever you feel most comfortable. My meetings are always no risk and no obligation. I find this creates the right environment where strong relationships can be built and better decisions can be made.

Looking forward to working with you!