Paul Wan, BBA, FMA, CIM, FCSI

Mission Statement
Working Together For Financial Independence

Background
Paul Wan started his financial career with C.M. Oliver in 1984. Paul is a Simon Fraser University Graduate with a double major in Business and Economics. His experience in this industry has proven to be beneficial to his clientele, many of whom are original clients from the mid-80s. Paul’s long term business relationships are a true testimonial to his integrity and continuous dedication to maintaining superior services with the assistance of his associate, Eric Chin.

Value Added Services
We have an established investment advisory practice and are selectively adding disciplined and qualified clients each year to our clientele. Learning and Analyzing your requirements and goals is important when allocating your capital resources to prudently develop your tailored diversified portfolio. With extensive knowledge, information on the markets, and a diverse offering of investment vehicles we are able to meet your financial situations throughout your lifetime. Our success is measured by our client’s success in achieving their goals.

Focus
Portfolio Management
Financial Planning
RRSP, RRIF, TFSA, RESP
Cash Management
Financings