Jeff Wan - BMO Financial Planner

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Jeff Wan is a dedicated financial planner based in Vancouver, specializing in investment and retirement planning. With a commitment to helping clients achieve their financial objectives, Jeff offers tailored advice and strategies that align with individual needs.

With years of experience in the financial sector, Jeff is well-equipped to guide clients through the complexities of financial markets. His approach centers on building strong relationships and a solid understanding of each client's unique financial situation. By focusing on long-term planning, he aims to secure a brighter financial future for all his clients in Vancouver and the surrounding areas.
Our Services
Jeff Wan offers a range of financial planning services that cater to your specific needs.

✔️ Personalized investment planning
✔️ Comprehensive retirement planning
✔️ Goal-setting and financial assessment strategies
✔️ Ongoing support and plan adjustments as life changes

With these services, Jeff aims to equip you with the tools needed to achieve your financial dreams and ensure peace of mind.
Why Choose Us?
Choosing Jeff Wan as your financial planner means opting for personalized service and expert advice.

✔️ Tailored financial strategies to meet your specific goals
✔️ Expertise in investment and retirement planning
✔️ Comprehensive assessments and regular plan updates
✔️ Dedication to providing clear and actionable financial guidance
✔️ Strong focus on building lasting client relationships

Let Jeff Wan help you navigate your financial journey with confidence. Contact him today to start planning for your secure financial future.
financial advisors vancouver investment planning vancouver retirement planners local financial services vancouver financial advice financial planning vancouver personal investment strategy
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Location & Hours:
1025 Austin Ave
Coquitlam, BC V3K 3N9
  • Mon: Closed
  • Tue: Closed Closed
  • Wed: 10:00 AM - 5:00 PM
  • Thu: 10:00 AM - 5:00 PM
  • Fri: 10:00 AM - 5:00 PM
  • Sat: Closed
  • Sun: Closed