WILLIAM CHAN, BA, MBA, EPC, CFP
Financial Advisor

William J.Y. Chan’s career in the financial service industry goes back more than 15 years. His client relationship models include both commission-based and fee-based structure.

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 tax preparation. He is also a charter member of the Elder Planning Council and completed the demanding requirements to become a Certified Financial Planner.