Wilton Chan, CFP®,CIM®
Wealth Counsellor & Client Relationship Manager
Wilton is a wealth management professional who has a sincere passion to help clients successfully build their wealth. With over a decade of experience in the industry he has helped high net-worth individuals and families in all different stages of life. Through his diverse background, he has helped guide his clients to a clearer financial path that is easy to follow and evolves as their needs change.
Wilton has a Bachelor of Commerce from the University of Guelph, holds the CFP® designation, the CIM® designation and is a Level 2 CFA Candidate.
In the world of business, the people who are most successful are those who are doing what they love.
- Warren Buffett