Thomas C. Chan Financial Service | Life Insurance Vancouver | Retirement Planning Vancouver - Richmond
5/5
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based on 8 reviews
Contact Thomas C. Chan Financial Service | Life Insurance Vancouver | Retirement Planning Vancouver
| Address : | 10691 Shellbridge Way #270, Richmond, BC V6X 2W8, Canada |
| Phone : | ๐ +877 |
| Postal code : | 6 |
| Website : | https://thomascchan.com/ |
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| City : | X |
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Baybie Luu on Google
โ โ โ โ โ Thomas is very patient, and very readily available. He responds to my concerns almost immediately when I text him, when he is busy he will get back to me right after. I know nothing about investments and he would break down piece by piece and explain patiently. I have multiple jobs and student loans and he help me set up a plan so I can see what my goal is, since calculations was never my thing. He is friendly, and has a great system with his partner who does my taxes as well, so I don't have to worry about anything financially. He will proactively check in once in a while to make sure everything is up to date and go through the plan and see if the goal is still the same, not like others who just leaves the clients all on their own after investing. Great financial services from Thomas, he's the best choice, you won't regret it.
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Olga Soby on Google
โ โ โ โ โ Thomas is THE BEST financial advisor we had a pleasure working with! Smart, friendly, professional, goes above and beyond any question about finance, and helped us with our investments. Highly recommend.
And I also love his youtube channel - lots of great info!
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Sarah Chan on Google
โ โ โ โ โ Thomas has helped me realigned my financial goals. His vast knowledge of the financial market trends and approachable personality made it extremely easy for me to communicate my personal financial objectives. Not only he would attend to my inquiries in a prompt and professional manner, but he would also set up meetings from time to time to provide updates on my portfolio and recommendations. Thomasโ professionalism and customer service are what set him apart from the rest of the financial experts. I strongly recommend him to realign your financial goals.
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vinta reddy on Google
โ โ โ โ โ Thomas is really friendly and have a great experience in providing suggestions to the clients. He answered to all my questions with utmost care. Willing to work with Thomas in future. He is the best one out of many that I worked with
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Ami Cometa on Google
โ โ โ โ โ Hanna and I were very pleased working with Thomas. Initially we were very hesitant contacting him since we only saw his name in social media.. but then weโre glad we did. He is very professional and very knowledgeable in what he does. We highly recommend his service especially for those looking for retirement plans.
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Vighnesh on Google
โ โ โ โ โ I first saw Thomas's videos in YouTube and was impressed by the way he explained the concepts in simple terms. Then I immediately scheduled a free appointment and got an auto response saying that the team will contact me with meeting details. But when I joined the meeting I saw Thomas himself addressing the call and was elated to see him.
I explained my situation and he suggested me to choose the path based on my income certainty & longevity. Despite not being a potential lead for their business, he advised some tips and solution to have a good start. Perhaps down the line some point, I would definitely engage with him again for insurance & investments.
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george on Google
โ โ โ โ โ I recently started working with Thomas. He first impressed me with his YouTube postings and more later when I spoke to him.
He is always available to answer questions and tries to build a financial path for his clients rather than simply invest their money in stock market. I highly recommend Thomas.
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Rosemarie L. on Google
โ โ โ โ โ I started working with Thomas since Nov 2021 after watching his various videos on financial and retirement planning on YouTube. He is very knowledgeable and share his strategies on how to maximize my retirement income. He also referred me to an experienced accountant who helped with my 2021 tax return. He is very forthcoming in his advice. He is always on time at his zoom meeting and check up on his customers regularly. He promptly returns any questions that I have within a few minutes. I fully recommend Thomas Chan services without any reservation.
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