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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!
You can expect financial education straight to your inbox, plus invites to exclusive events & webinars.
