Marian W Chan Insurance

At Marian Chan Financial, we are dedicated to helping individuals, families, and businesses achieve their financial goals through comprehensive wealth management, financial planning, and insurance solutions. Our team of certified financial advisors, led by Marian Chan, has been providing expert guidance and tailored solutions to clients for over three decades.

Our Story

Marian Chan, an experienced independent insurance and financial advisor since 1987, has built a reputation for delivering exceptional client service, outstanding accomplishments, and a focus on clients' long-term financial success. Her philosophy of building solid client relationships has earned her a lifetime membership of the Million Dollar Round Table (MDRT) consecutively for 26 years and 25 years of national quality awards through the local chapter of the professional financial association (Advocis).

Our Approach

Our approach is built on a foundation of trust, transparency, and professionalism. We believe that a successful, long-term advisor-client partnership requires a diligent, structured approach. Our team of experts, including Marian Chan, Jason Chau, and Alan Lee, provides comprehensive financial planning, wealth management, and insurance solutions tailored to our clients' unique needs. Our services include financial planning, retirement income planning, tax planning, life insurance, and wealth management.

Our Services

At Marian Chan Financial, we offer a range of services designed to help our clients achieve financial freedom and security. Our services include:

• Financial Planning: We provide personalized financial planning services to help our clients achieve their short-term and long-term financial goals.
• Retirement Income Planning: We help our clients plan for a secure retirement, ensuring they have a steady income stream to support their lifestyle.
• Tax Planning: Our team of experts provides strategic tax planning services to minimize tax liabilities and maximize savings.
• Life Insurance: We offer a range of life insurance products and strategies to provide financial protection for our clients and their loved ones.
• Wealth Management: Our comprehensive wealth management services are designed to help our clients grow, manage, and protect their wealth.

Our Mission

Our mission is to build a foundation for a secure future, empowering our clients to achieve their financial goals and live a life of financial freedom.