BIO:
GORDON CHAN
I am a Financial Services Consultant, specializing in providing solutions to companies on how to manage their employee benefits with effective solutions.
I am a certified Chartered Financial Consultant (ChFC/S) and also a Certified Financial Planner (CFP) with the knowledge to discuss with business owners, to better understand, how to protect the owners and their employees with effective business insurance.
For the individual, I have the capability of constructing financial reports to analyze their financial needs, especially in wealth protection, wealth accumulation, wealth preservation and wealth legacies.
For a company, its greatest asset will be its employees. With an employee benefit plan, their employees will be covered and bring peace of mind to their families.
In my opinion, every company has its own uniqueness and different approaches to provide benefits to their employees.
I believe with my professional advise, I can provide the best recommendation to satisfy the diverse protection needs of your employees, at the same time helping company to manage costs.
Let's connect today!
MY SERVICES
WEALTH
PROTECTION
Protect your wealth to provide a better quality of life for your loved ones.
WEALTH
ACCUMULATION
A disciplined process of accumulating your assets to achieve meaningful goals objectively.
WEALTH
DISTRIBUTION
Have a peace of mind to distribute the assets according to your wish
CHILDREN
EDUCATION
Have a structured way to plan and save to meet your individual financial goals for your kids.
COMPANY
EMPLOYEE BENEFIT
Your company's greatest assets are your employees. Provide you with effective solutions to protect your assets and manage your employee costs efficiently.
- I love working with this guy! He is so professional, yet friendly to help you make the right choice. His dedication is beyond compare!
JAMES LEBLANC
- I love working with this guy! He is so professional, yet friendly to help you make the right choice. His dedication is beyond compare!
DOUGLASÂ PATTERSON
- I love working with this guy! He is so professional, yet friendly to help you make the right choice. His dedication is beyond compare!
AMANDA RIVERA