Kelvin joined Marian Chan Insurance & Financial Services Ltd. as an independent insurance & financial advisor in 2003. Beginning his career providing life insurance services, Kelvin has expanded his financial planning knowledge to comprehensive insurance planning (Personal & Business), investment planning, tax planning and elder planning including retirement and estate planning. Through out his working career, Kelvin has been very dedicated to continually updating his education. He strongly believes knowledge will provide him confident and capability to implement better planning advices to solve his clients’ unique concerns.
Kelvin is a CERTIFIED FINANCIAL PLANNER® professional and holds Elder Planning Counselor (EPC) designation. Currently, he is pursuing his Chartered Life Underwriter (CLU) designation and plan to complete everything next year spring. Born and raised Hong Kong, Kelvin immigrated to Vancouver in 1994 with his family. After 16 years living in Vancouver, he is convinced Vancouver is his home and desires to establish his career after completing his Economic Major and Commerce Minor Degree in UBC. With his mother side of family being Taiwanese, Kelvin can fluently communicate in Cantonese, Mandarin and English to effectively servicing his clients.