Our Team

Comprised of some of Western Canada's foremost financial experts, our team brings the experience and know-how to innovate on existing trends and deliver results.
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Karen Xiao-Chan

Financial Advisor
Karen was born and raised in Hong Kong. She graduated from a Bachelor of Business Administration program and has earned The MFA-P™ designation as a Philanthropy services specialist; which can provide a consistent process for charitable giving solutions with investments that are tax-efficient, during lifetime and as part of a personal or family legacy. She is also a Registered retirement consultant RRC®, professionally provide expert guidance on the many issues involved in retirement and estate planning. Her clientele focus has been with young professionals and retirees.

Karen speaks three languages: English, Mandarin, and Cantonese. In her free time, she likes outdoor activities, such as hiking and traveling. Currently, her favorite destination for a trip would be Vietnam, but with her constant discovery spirit, Karen tells us that it is yet to be discovered.
In addition to all of her success in her professional career, she also takes care of her family. She is the mother of two energetic boys and enjoys baking.

Besides, Karen is a constant donor for important programs like UNICEF, Wycliffe, and Power of change. Her retirement dream would involve activities that she enjoys while having fun she would also like to have personal growth at the same time.

Schedule a Meeting with Karen