As a Certified Financial Planner at Marian Chan Insurance & Financial Services Ltd., Ann provides risk management and investment planning services. She seeks to understand her clients, their values, and life goals in order to customize a plan to meet individual needs. She values her relationships and earns trust from clients through risk mitigation and wealth creation strategy development.
With over 20 years of experience and having worked at the largest life insurance company and one of the top five banks in Canada, Ann gained valuable experience in group benefits, investments and insurance. She also coached financial advisors on investment strategies and practice management with an emphasis on process improvement.
Education is a fundamental component in her approach. After completing her Bachelor of Arts (BA) degree from the University of British Columbia, she developed her career by successfully completing multiple industry courses. She is a lifelong learner seeking to constantly improve herself and therefore improve her ability to help her clients. Ann has achieved industry respected designations: Certified Financial Planner (CFP), Financial Management Advisor (FMA), and is also a Fellow of the Canadian Securities Institute (FCSI).
As a wife and a mother of two, she values the moments spent with her family. In her spare time, she enjoys traveling, hiking, and practicing yoga. Ann is deeply entrenched in her community through her volunteer work from local schools to national organizations like Junior Achievement of British Columbia. She is honoured to be the recipient of the prestigious Queen Elizabeth II Diamond Jubilee Medal for significant contributions and achievements to her community.
Connect with Ann to design a blueprint on how you can enjoy life today and relax in the future. Email: firstname.lastname@example.org