Jeffrey P. Chin - Certified Financial Planner, Investment Funds & Insurance Advisor
For over 30 years in the financial services industry, Jeffrey Chin has specialized in working with individuals and families in each stage of their life.
The majority of that time was spent building his own financial planning practice located in Burnaby, BC.
Being an independent business owner has enabled Jeffrey to conduct his financial planning practice in accordance with his values.
As a result, he has maintained independence in the advice that he provides, the strategies he develops, and the products he recommends implementing.
Jeffrey Chin completed the following financial planning-related courses:
Canadian Investment Funds course through the Investment Funds Institute of Canada
Chartered Financial Planners course through The Canadian Institute of Financial Planning
Branch Manager’s course through the Investment Funds Institute of Canada
The Labour Sponsored Investment Funds course through the Investment Funds Institute of Canada
Received the following designations:
Chartered Financial Planner
Certified Financial Planners (CFP)
Registered Financial Planners (R.F.P.)
Member of the following organizations:
Institute of Advanced Financial Planners
Financial Planning Standards Council of Canada