Jonathan Chan
Investment Advisor
Helping you build, preserve, and transition wealth with confidence
Our team provides comprehensive wealth management strategies designed to help clients navigate complexity, capitalize on opportunities and achieve their long-term financial objectives. Through a disciplines and personalized approach, we leverage the extensive resources and expertise of RBC Wealth Management to help clients grow, protect, and transfer wealth across generations.
Experienced professionals dedicated to your success
Backed by industry experience and professional credentials, our team delivers thoughtful financial guidance tailored to each client's unique needs.
It all starts with you
Every client relationship begins with understanding your priorities, values, and long-term vision.
What we do
We design personalized investment portfolios aligned with your financial goals and risk tolerance. Whether your focus is growing wealth, generating retirement income, or preserving capital, we provide disciplined investment guidance tailored to your needs. When appropriate, we also collaborate with RBC specialists in areas such as insurance, estate, and business planning to deliver comprehensive wealth management solutions.
How we do it
Our four-step investment process is designed to keep your portfolio aligned with your long-term goals. We begin by understanding your financial situation, objectives, time horizon, and risk tolerance. From there, we develop a personalized Investment Policy Statement and build a customized portfolio supported by RBC research and investment insights. Through ongoing monitoring and regular reviews, we make adjustment as needed to help keep your strategy on track.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.