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

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