Client Reviews

"I had an excellent experience working with this financial advisor. Their knowledge, professionalism, and attention to detail made a huge difference in helping me understand my financial goals and create a clear plan for the future. They took the time to explain everything in a simple and transparent way, which gave me a lot of confidence and peace of mind. I highly recommend their services to anyone looking for trustworthy financial guidance."

"We started working with William when we had very little knowledge about how finance works in Canada. He patiently explained everything to us and provided the tools we needed so we could move forward when we were ready. Now, after three years of working with him, we truly feel blessed to be in such good hands."

"William Chan is an outstanding financial advisor. He is knowledgeable, patient, and takes the time to clearly explain options in a way that is easy to understand. I never felt rushed or pressured, and he genuinely listened to my goals and concerns before making recommendations."

"I'm a huge numbers person and William not only went through it with me in detail but I realize his recommendations from the beginning were spot on. This is the guy I'm talking to from now on about investments."

"William isn't just knowledgeable and accredited when it comes to finances — he genuinely takes the time to understand your unique situation and apply his expertise in a way that makes sense for you."

"In a relatively short time, William helped me recognize where I went wrong earlier in my financial journey and, more importantly, how to course correct. Thanks to his guidance, I was able to purchase my first home — something I wasn't sure would be possible so soon."

"William Chan has been a game-changer for our family's financial planning. He took the time to understand our needs and helped us find life insurance policies that not only cover our current situation but also set us up for the future."

"William is a really sharp, very respectful professional. His knowledge/expertise, quick responsiveness/execution and understanding with empathy are exceptional."

"I highly recommend William. Really appreciate his attention to detail and the time he gives to answer any and all the questions we've asked. He is definitely the right financial advisor for us!"

"I was very happy with our conversation after speaking with William. He was able to help me figure out what's best for me with my current financial situation. I can tell he was really engaged and genuinely wanted to understand all the information given in order to give the best advice."

"Very pleased to share our experience working with William. He is knowledgeable, collaborative, forthright and has a great relaxed method to his customer service. Thank you very much indeed for your expertise William."

"I recently had the pleasure of working with Will and I can confidently say that he was crucial in my financial journey. As someone with limited financial literacy it was obvious I needed guidance. From the first consultation, it was clear that Will was highly knowledgeable, professional, and dedicated to helping me achieve my specific financial goals."

"I have been working with William since the birth of my son. He has been an absolute pleasure to work with. He has never pressured me into any product and always explains things in an easy way to understand. William has worked to understand my situation in order to make the best suggestions for me and my family."

"Really appreciative of William. He takes a really personal approach to ensure his clients are educated and informed. Always a complete pro to work with, and I highly recommend him to anyone in need of financial planning."

"Will is the best! He's knowledgeable, patient and flexible. He takes his time to explain all options to you and works with you to choose the best one. He doesn't try to sell you a product. He's honestly invested in your financial health and wealth."

"William has been a valued advisor for a number of years. My wife and I have always received great financial advice from William who has been willing to help find the best value for our needs with respect to life insurance and mortgage options. He has always been very professional to deal with while also being approachable and honest."

"It's been a great experience working with William so far! My husband and I had previously started working with a different financial planner but quickly realized he was just sales oriented so we found and contacted William. He has given us so much time to help us plan for a better life insurance, and we are currently working on our investment planning."

"William is a wonderful financial planner. He is very committed and accompanies you step by step throughout the process. He helped us set up our TFSA and life insurance and we were happy to have his guidance in the process. My wife and I recommend it 100%."

"He is very knowledgeable and really makes you feel that you are in the best hands. He is helpful and goes above and beyond to make sure that not only are your financial needs met but that you fully understand what it is that you are doing with your funds."

"I had the pleasure of working with Will, a financial advisor who truly stands out in his field. His professionalism and extensive knowledge are impressive. What sets him apart even further is his unbiased advice and customer-centric approach. Highly recommend!"

"William (Will) Chan offers a wide spectrum of financial advice services. This expertise package provides his clients with both a global overarching and detailed perspective of their financial commitments, outlooks, and identifies areas where your savings can work for you."

"Great experience working with William so far! William helped set us up with life insurance and gave us lots of advice regarding credit card debt. He even let us know we were overpaying for car insurance! Overall William is an easy person to talk to, a great listener and gives great advice."

"The service I received from William was amazing, he was very detailed, patient and very knowledgeable. I recommend him 1 thousand times over!"

"William was an absolute dream to work with. He dedicated his time and was beyond kind and patient with my mom — whose first language isn't English. He answered all of her questions pertaining to life insurance and found us the best deal!"