Jason Chan joined WLWP Wealth Planners in February 2022 as an Associate Advisor, bringing over five years of experience.
He’s a Canadore College and York University alum where he studied Aircraft Maintenance Engineering and Human Resources Management. His university experience brought him to Nagoya University in Japan for a one-year exchange.
He’s worked with multiple senior financial planners, providing administrative support with a focus on client communication and delivering an exceptional client experience.
Professionally he is passionate about financial planning and building solid client relationships — helping clients understand their financial needs and helping them achieve their financial goals.
He’s a friendly guy (this is where the exceptional client experience comes into play) and is known to put on a smile on your face. His positive energy and drive to support our team and our clients make Jason an asset to our team.
It’s not all work for Jason; in his downtime, he loves travelling with his wife, exploring different cultures, seeking new & interesting objects and locations, and experiencing local foods along the way. Oh, and we have another Disney fan in the office!
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