Danny Chan, Investment Advisor,Edmonton, AB

Phone

Office

Office Location

10088 - 102 Avenue NW Suite 2400 Edmonton, AB T5J 2Z1. map

With over 24 years of experience in the financial industry, I'm proud to serve as a Senior Investment Advisor dedicated to working with you to help you achieve your financial aspirations and dreams. I hold the CFP® designation, one of the most widely recognized financial planning certifications in the world. As the financial well-being of individuals and families grow more complex, they look for CFP® professionals, the gold standard in Canadian financial planning. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine clients’ entire financial picture, at the highest level of complexity required of the profession.

My passion for helping clients is complemented by my diverse personal interests, which include reading, working out, traveling, movies, Oilers Hockey and most importantly spending time with my family - Corinne, Brandon and Pepsi. I believe my well-rounded perspective brings a unique understanding and empathy to my client relationships, enabling me to craft personalized financial strategies tailored to your unique needs. I strive to deliver consistent results for high-net-worth clients, helping to ensure their wealth is preserved and grown.

Certificates

CFP®

Languages

English

Navigating Challenges, Building Dreams

Building a secure financial future in Canada comes with unique challenges. Whether you’re a business owner, a professional, or someone planning for a secure retirement, navigating Canada’s financial landscape often feels complex.

I understand these challenges firsthand. In 24 years I've helped guide clients through all aspects of financial planning including financial management, investments, retirement, insurance, estate and tax planning, engaging TD specialists where needed. These experiences, coupled with my professional expertise, shape my mission: to empower clients with tailored solutions for every stage of life.

Whether you’re planning for retirement, funding your children’s education, or building a legacy, I will help you navigate your journey with clarity and confidence.

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

Protecting your assets
Maximizing your charitable giving
Finding tax strategies and solutions
Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect

Navigating Challenges, Building Dreams

Your Goals, Our Priorities

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.