(604) 649-3829
achan@sbslp.ca
Belvedere Financial Solutions Ltd.
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Strategic Partnerships

Working Together as Your Advisor Team

Getting your financial team on the same page…

Working with the right advisors

Check your advisor’s credentials and ensure all designations are up-to-date, each advisor will have a specialty.

Have the right number of advisors

Each advisor should serve a specific purpose in each area of your financial life.

Choose a ``financial quarterback``

Your financial planner should be the “quarterback” of your team, we can help develop, guide, monitor and coordinate your team to achieve your financial goals.

Who should be on your team?

Financial Advisor, Accountant, Lawyer, Insurance Specialist, Trusted Advisors

Trust

By working together with your advisor team, we can help achieve your financial goals in a collaborative and effective manner.

Strategic Partners we work with:

Mortgage

Manulife Bank & BMO

Private Wealth

Guardian Capital Advisors

Private Wealth

Manulife Private Wealth
Learn More

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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