Edward K. W. Chan

Description

Team Wisely is set up to recruit financial planners with professional credentials. Our mission is to have a team of professionals with recognized university degrees, along with designations from various professional institutes. We recognize that those with the most education and experience in business, finance, accounting, technology, banking, and marketing are most suited to pursue a career in financial advisory services. Our goal is to provide professional and comprehensive (i.e. all inclusive) financial planning services to our clientele. In addition to introducing life insurance products to our clients, we will also provide other services relating to wealth management, financial planning, retirement and estate planning, investments, and group benefits. Without holding ourselves out as experts, we will offer business and taxation advice to our clients, working with experts in related fields as the needs arise...

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