FINANCIAL ADVISOR
Cyrus Chan

Creating an effective financial strategy involves working with both people and numbers. I love doing both.

The people side means I get to spend quality time with you listening as you talk about yourself and your family – what you wish for, what makes you happy, what concerns you.

The numbers side is when I take what you've shared and create a comprehensive financial strategy that addresses your goals, needs and vision for the future. It's creating the ideal mix of investments that provide the solid footing toward the goals we discussed. And then it's managing the portfolio over time to...