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.
- Knowledgeable, efficient & approachable. A very friendly consultant. Always listen to client's concern & attending to their needs. Highly recommended & double thumbs-up!
Shirley Ling
- I must say that all along I have never 'believe' in any insurance until I met Gordon Chan. He is unlike other insurance agents who just keen to sell the products & close the deal. He is very sincere and genuine. He recommends the product based on my & my family's needs. His explanation is very clear and reasonable. Gordon Chan also has good service after sell, he helps me in every details to file my claims. Keep it up, Gordon Chan!
SingGiek
- Gordon has helped me especially this last year in handling my insurance matters and managed everything for me with such ease. He is caring and understanding and is very knowledgeable. His services are highly recommended! Thank you Gordon for all your help!
Michele