155 - 10551 Shellbridge Way Airport Executive Park Bldg 2, Richmond, BC V6X 2W9View on Map »

About Us

As a professional investment advisor, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.

Mimi Chan, B.Sci., EPC

Investment Fund Advisor


Origin from Hong Kong, I had been in Canada for over 30 years. I spent my early years in Canada studying and residing in Toronto Ontario, later on moved to Vancouver BC.

Since I was dual licensed in 2002, I had been working closely with individuals and companies in B.C. and Ontario to identify their financial needs and develop diversified strategies in both investments and insurance areas. My strength is to establish face to face relationships with clients on a regular basis to understand their financial change and needs and be able to recommend financial strategies in a timely manner.

My clients are from all ethnic backgrounds and I can speak fluently in English, Cantonese and Mandarin. Thank you for visiting my website.