Kelvin Chan
Senior Wealth Advisor @CIBC Wood Gundy
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WORK HISTORY
Senior Wealth Advisor @CIBC Wood Gundy
CA
EDUCATION
University of Waterloo
Bachelor's Degree, Economics (Hons.)
ABOUT KELVIN CHAN
Kelvin is passionate about advising clients and recognizes that everyone’s financial life and personal situations are truly unique. He believes taking the time to fully understand a client and their family’s situation before offering advice is the first step towards every successful and long-lasting client relationship. Kelvin holds the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM®) designations. His professional duty to provide clients with sound advice is backed and demonstrated through his commitment to education, self-development and keeping himself abreast of rapidly changing industry trends and solutions.After spending a decade providing clients with tailored and comprehensive wealth advice, he co-founded Pharus Wealth Advisory Group at CIBC Wood Gundy in 2024. Alongside his team, network of partners, and other trusted professionals, he aims to leverage his experience and education to foster long-lasting intergenerational client relationships. Away from his desk, he enjoys staying active and can be found lifting weights at the gym, playing basketball, hiking with his dog, or swimming. He is also an avid reader, loyal NFL and NBA follower, adventurous traveler and enjoys trying new hole-in-the-wall restaurants with family and friends.Disclaimer:
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