Arthur Chan
Divisional Leader & Alternate Branch Manager @Primerica
Signup · Get unlimited contacts
WORK HISTORY
Divisional Leader & Alternate Branch Manager @Primerica
Richmond, BC, CA
Provided comprehensive financial planning services to clients, including retirement planning, investment management, estate planning, tax optimization, and risk management.• Conducted financial analysis & assessments of clients\' financial situations, goals, and risk tolerance to develop personalized financial plans tailored to their needs and objectives.• Monitored and reviewed clients\' investment portfolios regularly, adjusting asset allocations and investment selections as needed to optimize performance and manage risk.• Dually Licensed Mutual Fund and Life Insurance Representative
SKILLS
ABOUT ARTHUR CHAN
Aspiring philanthropist & entrepreneur with a proven track record of orchestrating…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.