Yan (Yulia) Chan
SR. FINANCIAL ADVISOR
3190 Steeles Avenue East
Suite 210
Markham, Ontario
L3R 1G9
Book an appointmentPlan to succeed
Having a financial game plan is important for achieving financial security. Understanding how to make your hard earned money work hard for you, requires knowing what options are available and to be able to make informed decisions at critical points on your road towards financial security. Having a meaningful discussion with a Financial Advisor is a good start for building the nest egg you will need to achieve a good retirement.
In a recent article in the Globe and Mail, January 2014, it was reported that nearly a third of retired Canadians returned to work, due to having misjudged the costs of maintaining the retirement lifestyles they had imagined for themselves.
Armed with a plan, you are not likely to become a part of this grim statistic.
How I can help
Of course, retirement is not the only critical concern of our financial lives.
I work with clients to understand their life situations and show them how to organize their money into a meaningful plan – done with the aim of creating a blueprint for achieving their financial dreams.
- Determine tax efficient strategies so that you keep more of your money
- Design and implement investment plans that optimize the growth of your money
- Protect your family’s lifestyle from the uncertainties of life
- Organize a strategy for managing health care costs that usually rise with age
- Set in place income replacement strategies to protect your greatest asset: You!
Fast facts about me
- 10 years of foreign real estate investment experience
- 8 years industry experience as a Financial Advisor
- Masters degree in Financial Economics from U of T
- Conversant in English, Mandarin and Cantonese
- Supporter of Animal and Child Welfare
- Avid dog lover
Take step in the right direction.