Corey Chan, CFP
Burnaby Branch, Burnaby
"What I enjoy most is building long-term relationships with my clients. I use a more conversational and less formal approach to uncover information and unidentified needs. The more comfortable and open my clients are with me, the more value I can offer them."
Corey’s years of experience in the financial services sector has equipped him well to deal with all aspects of individuals’ financial plans – from borrowing and banking needs to cash / debt management and investment planning. In keeping with his commitment to a continuous learning philosophy, Corey has successfully completed his Certified Financial Planner (CFP) designation – and continues to stay on top of changing financial trends and regulations. All with an eye to making him a better partner in developing and supporting his clients’ financial plans.
“There is nothing more gratifying than knowing that I’ve had a positive impact on my clients’ lives – knowing that I’ve helped my clients achieve financial goals that they never thought possible.”
Our team advisory approach allows Corey to develop and manage a comprehensive lifespring® financial plan for you, integrating everything from insurance†, investments and estate planning as well as your business. Corey’s advisory team includes the following specialists: