David Chan

David Chan

Regions: Burnaby, Surrey, New Westminster, Port Coquitlam

“Every member’s situation is unique and I listen and understand their goals that are most important to them. I simplify concepts in my recommendations and clearly explain my recommendations and make sure that we are on the same page. Trust and integrity is paramount in developing a long term member relationship”

Having been in the credit union financial services industry for over 23 years, David has seen many market ups and down and finds that a diversified portfolio and staying the course is the best solution in reaching ones financial goals and objectives.

David listens closely to his members to find out what is most important to them and their families. He believes that financial assessment is unique to each individual and David customizes simple and easy-to-understand solutions without the complicated financial jargon.

David believes that you should pay yourself first by setting up an automatic savings plan from each pay cheque to your RRSP or TFSA accounts. This will make a big impact on achieving your financial goals and objectives.

*Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc

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