Jason Chan

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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