William Chan

Mortgage Agent Level 2

Mortgage Licence # M21003034

BIO

Your trusted partner in achieving your financial dreams.

With almost 15 years as a financial industry professional, William held various financial planning and corporate leadership roles in the past. As a licensed mortgage broker, he takes a unique approach to mortgage planning by leveraging the knowledge and skills developed during his career as a certified financial planner.

Whether you are buying your first home, refinancing your existing mortgage, or planning for your retirement, William can help you find the best solution for your situation by truly understanding all areas of your personal finances, whether it be lending, savings, tax planning, or insurance. He will guide you through the process, explain your options, and answer questions along the way.

William is passionate about helping his clients achieve their financial goals and dreams. He believes in building long-term relationships based on trust, honesty, and integrity. His commitment to providing exceptional service and personalized advice as an “independent financial planner” paves the way for unbiased solutions that considers the best interests of clients.

Ready to help with your mortgage and financial needs every step of the way. It’s never too early to start working on your dreams.

Testimonials

My wife and I have recently started to use William as our financial planner. We never thought we needed one, because we thought only the wealthy used financial planners, but that is NOT the case. We all need help to plan for a comfortable financial future. Since working with William, he as been able to help us save money on our current mortgage and credit line by refinancing our mortgage and also by showing us what we need to do to reach our goals for retirement. Each of our virtual meetings with William have been very informative and beneficial. William is methodical and takes the time to explain and go over everything step by step and looks out for our best interest when it comes to making the important financial decisions. William encourages us to ask any questions we have for him, and he is timely with his replies. I would recommend William to anyone looking for a financial planner. Take that first important step and reach out to William by phone and set up an initial virtual meeting to see if he can help you. William has lived up to our expectations and more!

William has been a valued advisor for a number of years starting when he was with a previous employer. 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 with any advice. We recently were looking to move, and William was able to help us find the best option for our mortgage that was cheaper than any of the banks. I would highly recommend William to anyone looking for help with their mortgage or insurance needs.

William (Will) Chan offers a wide spectrum of financial advice services (investments, insurance, and home buying needs). This expertise package provides his clients both, a global overarching and detailed perspective of their financial commitments, outlooks, and identifies areas where your savings can work for you. Will has been generous with his time and knowledge to both, myself and partner. Prior to working with him, I had very low financial literacy and consequently, low interest in my finances. Having worked with Will for several months, it has sparked interest in a necessary area of life that I was avoiding. Going into the purchase of a house, both my partner and I have confidence that our financial commitments and outlook are just right for us. Well done! Thank you Will

William Chan

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