It’s All About Love & Care…

MARIAN CHAN

Marian has been an experienced independent insurance & financial advisor since 1987. Prior to
her involvement in the financial industry, she had her career begin in one of the most reputable
major banks under their wealth accumulation sector for years. Her philosophy of solid client
relationships has been gained through valuable customer service experiences, outstanding
accomplishment and focus in client benefits and foundation for client’s long-term financial
success.
She believes that a successful, long-term advisor/client partnership does not happen fortuitously, but requires persistence and a diligent, structured approach. Her clients’ loyalty and continuous support has driven her goal to attain lifetime membership of Million Dollar Round Table (MDRT) consecutively for 26 years. In addition she has achieved 25 years of national quality awards through local chapter of professional financial association (Advocis) which highlighted her high-quality client services.
Marian’s philosophy of doing business, as a recognized financial professional is very important to her.
“lt’s my job to identity the client’s needs and gain vital insight into their financial health to
provide all financial solutions available, and to ensure my client’s needs are properly addressed in
order to be solved through my advice.”

Our Approch

  • Consultation is based on our Free Full-Financial-Need-Analysis
  • Always understand your NEEDS then to provide appropriate solution
  • Fair/Transparent/Reliable/Confidential/Professional
  • Beyond industry-standard services/Top-notch knowledge and strategies

Meet Our Experts

Marian Chan

Founder/Elder Planning Counselor (EPC™)/Estate Planning & Wealth Management Specialist

Jason Chau

Affilated Partner/Life Product Specialist/Living Benefit Specialist/Corporate Solutions/Trainer

Alan Lee

Account Manager/Tax Solution/Strategic Marketing

Trusted by 1000s of Happy Clients

She does way more than to help finding financial solutions…she is a good strategist, a good listener, and most importantly, a good friend…

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