Lewis Chan

Financial Advisor at Financial Literacy Counsel
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Contact Information
us****@****om
(386) 825-5501
Location
CA
Skills

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5.0

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Stuart Cohn

Lewis is wealth of knowledge concerning financial affairs. He is patient and understands the complexities of my personal needs as well as those of his industry. Lewis continues to help me better prepare financially for my retirement years. He is available to talk and meet during off-hours such as evenings. Lewis is always positive, upbeat, confident and committed.

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Credentials

  • EPC
    -

Experience

  • Financial Literacy Counsel
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Jun 2012 - Present

      Insurance products are provided through Customplan Financial Inc. Mutual funds are offered through Investia Financial Services Inc. Insurance products are provided through Customplan Financial Inc. Mutual funds are offered through Investia Financial Services Inc.

  • Mission Institution
    • Canada
    • Volunteer Chaplain
      • Jan 2007 - Feb 2020

      · Lead Bible studies to inmates at minimum security prison in Ferndale and medium security prison in Mission. · Lead Bible studies to inmates at minimum security prison in Ferndale and medium security prison in Mission.

  • Vancouver Chinese Baptist Church
    • Mission Coordinator
      • Jan 2012 - Dec 2014

      · To established and implement annual budget for the missions department · Administer bursaries and financial support to independent missionaries, non-profit organizations, and members of the congregation. · To established and implement annual budget for the missions department · Administer bursaries and financial support to independent missionaries, non-profit organizations, and members of the congregation.

  • Sun Life Financial
    • Canada
    • Investment Banking
    • Financial Advisor
      • Jan 2011 - Jun 2012

      · Ability to present complex financial information in a simple straight forward format that enables clients to make informed decisions. · Ability to conduct in-depth interviews to assess clients' requirements and to establish financial milestones with clients. · Create, implement, and continuously review strategies designed to meet client needs. · Satisfied and loyal clients resulting in referrals to friends and family. · Ability to present complex financial information in a simple straight forward format that enables clients to make informed decisions. · Ability to conduct in-depth interviews to assess clients' requirements and to establish financial milestones with clients. · Create, implement, and continuously review strategies designed to meet client needs. · Satisfied and loyal clients resulting in referrals to friends and family.

  • Industry Canada
    • Telecommunications
    • Communications Officer
      • Jan 2010 - Jul 2010

      · Coordination of press conferences, ministerial liaison and media releases during the 2010 Winter Games. Received Executive Director's Award for excellent contribution to Industry Canada's support of the 2010 Winter Games. · Contribution to newsletters and other communications targeted to Pacific Region of Industry Canada to improve internal communication processes. · Coordination of press conferences, ministerial liaison and media releases during the 2010 Winter Games. Received Executive Director's Award for excellent contribution to Industry Canada's support of the 2010 Winter Games. · Contribution to newsletters and other communications targeted to Pacific Region of Industry Canada to improve internal communication processes.

  • London Drugs
    • Canada
    • Retail
    • 700 & Above Employee
    • Photo/Electronics Specialist
      • 2002 - 2010

      · Led Purchase Protection Plan Initiative in the department. The program goal was to provide better customer service and to increase value-added sales through protection plans. · Held one-on-one product knowledge sessions for new staff to introduce new sales techniques and to increase department revenue. · Delivered outstanding customer support, achieved consistently high customer satisfaction results of well over 90%. · Led Purchase Protection Plan Initiative in the department. The program goal was to provide better customer service and to increase value-added sales through protection plans. · Held one-on-one product knowledge sessions for new staff to introduce new sales techniques and to increase department revenue. · Delivered outstanding customer support, achieved consistently high customer satisfaction results of well over 90%.

  • Workplace Technology Services
    • Analyst
      • Sep 2008 - May 2009

      · Contribution to industry reports on technology and market conditions, highlighting business opportunities and issues, and their financial impact. · Analyzed business practices to improve efficiency and compliancy. Provided recommendations to ensure long term sustainability. · Negotiations with business partners resulting in immediate cash savings for the Ministry. · Coordination of Open House to create public awareness, resulting in a record 600

Education

  • Simon Fraser University
    BA, Communications
    2006 - 2010
  • Langara College
    Bachelor of Commerce (B.Com.)
    2003 - 2006

Community

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