(604) 649-3829
achan@sbslp.ca
Belvedere Financial Solutions Ltd.
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About Us

Alex Chan, RHU, CHS, CFSB, CPCA, EPC, CFP, CLU

Certified Financial Planner & Chartered Life Underwriter

“People Do Business With People They Know, Like and Trust”

Alex was born in Hong Kong and moved to Vancouver, BC at the age of two.  Soon after attending Simon Fraser University, he entered into the Life Insurance Business as a career agent with Manulife Financial. Having had a successful start with many Million Dollar Round Table level production years in the agency system, Alex joined an independent Managing General Agency (MGA) as an advisor, manager and later as a partner.

He is licensed with the Insurance Councils of BC and Alberta and IDC WIN is a member of The Financial Advisors Association of Canada (ADVOCIS), as well as the Canadian Association of Independent Life Brokerage Agencies (CAILBA), Conference of Advanced Life Underwriters (CALU), Independent Financial Brokers of Canada (IFBC), and the Registered Deposit Brokers Association (RDBA).

“I am often described by my colleagues and friends as determined, focused and very reliable. My clients consider me trustworthy, caring and one who conducts business with the utmost integrity and with their best interests at the forefront. My family, for the most part, would say that I am a great dad, fabulous husband and best friend.

I currently reside in Vancouver, BC with my beautiful wife, our two boys and our four pound watchdog. When I am not working on the business, I love to spend time with my family, friends, travel, and BBQ year round. I enjoy golf but am terrible at it so I stick to cycling, fishing, skiing and being a spectator of ice hockey and other sports including professional golf so that I may pick up some tips.”

Click here to find out more about my community involvement.

Click here to see a testimonial from Jim Pattison

Click here to see my story in Beyond Ashton, an Alumni magazine of Ashton College

LinkedIn
Contact Alex
  • “I have enjoyed working with Alex and over the years have come to value and appreciate his advice and guidance in all matters dealing with finance, insurance and estate planning. He is professional, prompt, very knowledgeable and totally reliable. If there is a way to get things done, he gets them done. After a history of heart issues in my family, Alex managed to find me a product that was reasonable and will take care of my loved ones and business if the worst happens. I had given up on getting the peace of mind…but Alex was able to secure suitable Life Insurance coverage through his network of contacts and his thorough product knowledge. I would definitely recommend Alex’s services to my clients, friends, family and anybody else that needs solid dependable advice given in simple understandable terms. Thanks Alex!”

    Amrik S. (Steve) Mattoo – Lawyer
  • “Alex assisted me with my Corporate Insured Pension and the process was very smooth and efficient. This plan provides me coverage today for my family and business and will also supplement my retirement income. I feel confident in referring Alex to my colleagues.”

    Dr. Kapil Bhagirath – Cardiologist
  • “Alex has provided professional and diligent follow up to our firm’s clients whenever there is a need or questions about Corporate Owned Life Insurance. Whether it be funding a Buy Sell Agreement or providing solutions to invest corporate surplus…we have no hesitations to refer our clients to Alex.”

    Jay Bhagirath, CPA, CA – Owner, J. Bhagirath Chartered Professional Accountants
  • “We needed to fund our companies Buy Sell Agreement with Life and Disability Insurance but we have many partners and our companies are all structured very differently. Our Chartered Accountant referred us to Alex and he came up with solutions that satisfied our companies, family, business and most of all our accountant. We feel confident to refer Alex to other business owners.”

    Sakura Distributors
  • “Alex showed me how to invest and provide Life Insurance for my business and family through one of my companies. They explained and presented it to me and my accountant and it was very clear and easy to understand. I highly recommend these advisors that make complex planning very simple and it made complete financial sense so my accountant approved it after the first meeting.”

    Peter Randhawa – Owner, Riverport Homes
  • “One question to ask your current financial advisor…”are you a Certified Financial Planner CFP & Chartered Life Underwriter CLU”? These advisors are trained in complex financial planning and business life insurance.”

    ADVOCIS, The Financial Advisors Association of Canada
  • “Our firms clients have complex company and tax structures. When it comes to their Investments or Life Insurance configuration we lean upon the expertise of Alex. We feel confident in referring our clients to them.”

    Vikas Kaushal CA, CPA – Owner, Kaushal & Company Chartered Accountants
  • “I was referred to Alex as I needed more Life Insurance coverage. After searching the marketplace they found for me the best product at the best rate.”

    Dr. Rose Wong – Physician
  • “I have dealt with Alex for many years on a personal and corporate basis. He is professional and an excellent financial advisor.”

    Dr. Ray Cheung – Dentist
  • “Alex assisted me with my Life Insurance program many years ago and it has performed better than most of my other portfolios.”

    Dr. Thomas Wong – Orthodontist
  • “Alex is truly a professional in his industry. I highly recommend him to any business owner colleagues for Corporate Life Insurance & Benefits”

    David Cousins – Owner, CPAC of Canada
  • “Over the years I have been approached by a number of Financial Planners and Advisors. None of them were able to properly deliver what I was looking for and they did not have the professional background or education that I needed. I was referred by a doctor friend to Alex who are both Certified Financial Planners and Chartered Life Underwriters who specialize in working with successful small business owners, medical professionals and private enterprise. My Corporate Insured Pension was put together in less than 90 days…I now feel confident that my business, family and retirement are all looked after in one package. Let their 50 years of combined experience go to work for you.”

    Dr. Sony Sandhu – Chiropractor
  • Alex was referred to us by a medical colleague as we were building up retained earnings within our Medical Professional Corporations and were looking for a strategy to invest these funds while at the same time protect our business and family in the event of a premature death. We have had some issues with obtaining adequate Life Insurance coverage in the past. Through their connections within the industry we were able to secure competitive whole life insurance via our practice that will serve us corporately, protect our family and provide additional funds for us in retirement. We highly recommend Alex to our physician friends and colleagues.”

    Dr. Dave & Harvi Dhillon – Physicians
  • “We have been receiving sound advice from Alex for a number of years. They structured our Buy Sell Life Insurance and created a lucrative Corporate Insured Pension that we will enjoy in our retirement. Their recommendations are unbiased after searching the marketplace for the best performing products, rates and then customized the plan for our needs. We highly recommend them to the physicians that we work with.”

    Paul Sweeney & Onkar Rai – Owners of Coastal Sleep
  • “Alex has been looking after my investments for over 25 years and am very pleased with his service and the performance of my portfolio and Life Insurance.”

    Jason Ng – Director – Lululemon Athletica

Dayna Dittmar

Dayna has been working with Alex for over  10 years looking after client service for our life & health insurance, group benefits, travel insurance and wealth clients. She is also active in marketing and sales support for our team. Dayna is licensed and is working on building her own clientele through mentorship from Alex and his 30+ years of experience. When not working Dayna enjoys redecorating their home, walking and training her dog, trying out new places to dine or travelling with her husband.

Contact Dayna

Cameron Yee-Chan

Cameron Yee-Chan is a licensed life insurance advisor, with responsibilities that include providing up-to-date knowledge so that each and every client can make a more informed financial decision when it comes to the importance of life insurance.

His philosophy is to always ensure that each client is treated with the utmost trust, honesty, and respect that they deserve in order to build and maintain life-long relationships. By using techniques that he has gained, Cameron will work with you to ensure that the product being offered will always be the right match. Clients’ needs will always be the number one highest priority.

Cameron was born in Vancouver and although he enjoys to travel all across the globe, he’s always happy to come back home to Vancouver. After high school, he enrolled in the economics program at Douglas College. Soon after, Cameron had transferred to Simon Fraser University where he had studied Computer Science and Business. He is a firm believer in the values of education and will take relevant classes in order to keep up to date with current trends. Amongst all his schooling, he is still able to find time to pursue his favourite pastimes like wrenching on his cars, playing a round of golf, or heading up to Whistler to ski.

We are one of Canada’s largest life insurance managing general agencies, with strategically located offices across the country. Our talented national team offers advisors a diverse network of professionals who have earned a solid reputation as industry leaders.

Who We Are

Contact Us

Alex Chan, RHU, CHS, CFSB, CPCA, EPC, CFP, CLU | Certified Financial Planner & Chartered Life Underwriter

Mobile: (604) 649-3829
Office: (604) 513-1177
Fax: (604) 513-1170
Toll Free: 1 (877) 303-1177
TF Fax: 1 (866) 859-9947
Email: achan@sbslp.ca

Langley Office
102 – 20171 92A Avenue
Langley, BC V1M 3A5

Vancouver Office
1810 - 1075 West Georgia Street
Vancouver, BC V6E 3C9
T. 604.689.8289 F. 604.689.2801
TF. 1.888.338.9888

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About

Alex was born in Hong Kong and moved to Vancouver BC at the age of two. Soon after attending Simon Fraser University, he entered into the Life Insurance Business as a career agent with Manulife Financial. Having had a successful start with many Million Dollar Round Table level production years in the agency system, Alex joined an independent Managing General Agency (MGA) as an advisor, manager and later as a partner.
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