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William Chan

William Chan, AMP, MBA, EPC, BA

Owner/Mortgage Broker

Licence #: M09002527

CENTUM Camelot Financial Solutions Inc.

Licence #: 12301

2870 Portland Drive

Oakville, ONL6H 5W8

william_chan@centum.ca
Direct: 416-529-8055 Cell: 416-529-8055 Personal Fax: 905-829-1337

Lowest Rates* in Canada

Welcome to my Website

You work hard for your money, your hard earned after tax dollar has to pay your life insurance, mortgage, tax and , at the end of the month, may be some RRSP or investment.

I am a Certified Financial Planner. I like to offer you my Vertical Integrated System Assessment to show you how to maximize and create wealth for you and your family. I have almost twenty years of financial services experience. My goal is to utilize my knowledge and experience to educate my clients to reach their financial goals and objectives.

I know that time is precious and often not enough; with my experience, I can help you find the financing solution to purchase your home, renew your existing mortgage, or refinance your mortgage to consolidate debts, home renovations and/or investemtns. By using my service, I can be your one stop shop for all your mortgage needs, leaving you more time for doing what you love.

Professional Background

  • BA in McMaster University
  • MBA in University of Southern California
  • Certified Financial Planner
  • Elder Planning Counsellor
  • Senior tax advisor