Stanley Chan

Background

About Stanley Chan

I see myself as a strategic partner to individuals that are focused not only on professional success but also interested in attaining purposes through their life. I desire to bring insights and thought leadership to partner families as I walk alongside them. I believe we should plan carefully and strategically if we are to succeed on our own terms and accomplish what deeply motivates us in life. Ultimately, I believe in translating wealth into purpose. I understand that life isn’t always simple. I also understand that financial situations can be quite complex and multi-faceted. I employ a framework for wealth creation with clients to navigate through changes in life and work tirelessly to help my clients overcome any relevant challenges and obstacles. The right process will keep us focused on both personal and professional accomplishments. It guides our conversations that unveil potential opportunities, shortcomings and helps us make goal-based financial decisions. Decisions made to achieve your goals are not made randomly. I moved from Hong Kong to Montreal as a teenager with my parents and am proud to have created my own young family. I will continue to grow my practice and offer opportunities to help other families reach their highest potential. I enjoy embracing the uniqueness of individual families and specialize in working with professionals that are focused on both career goals and family goals. I speak four languages: English, Cantonese, and Mandarin. When I am not working, I am spending time with my young family.