About Wilton Chan

Wilton prides himself on his hands on approach to guide clients with their personal finance needs making complicated matters simple. With roughly 15 years of experience in the industry and a proven investment firm behind him, he has the necessary tools to assist all types of clients and their circumstances. He works along side with your other professionals to ensure you maximize your financial state of affairs.

Coming from a small community and a humble upbringing, helping others has always been near and dear to his heart. Being involved with the Canadian Association of Gift Planners, the Society of Trust and Estate Practitioners along with being a Certified Financial Planner professional allows him to successfully assist others in giving back.

Typical Clients

For over 33 years we have been successfully assisting high-net-worth individuals, families, medical professionals, private foundations and business owners manage their assets and ensure they reach their financial goals.