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Canada (EN)

Tao (Benny) Chen, CFP

FINANCIAL PLANNER, INVESTMENT & RETIREMENT PLANNING

Let's work together to achieve your financial goals

My Commitment to You

My passion is applying financial knowledge and skills to help my clients develop a personal financial strategy. I will take the time to understand what matters most to you, then recommend strategies for reaching your goals—whatever they may be!

Languages Spoken: ENGLISH, MANDARIN

Contact Me

Phone Icon (778) 823-0926

Location Icon SURREY, BC

A Different Approach to Financial Planning

We invite you to spend some time with our interactive tool to identify your top 3 retirement priorities and see how they can be reflected in a personalized retirement plan.

Ways I Can Help You

Here are just a few ways I can help meet your investment, retirement and financial planning needs.

Reports & Insights

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Global Investment Outlook

For more on our current view and outlook, consult The Global Investment Outlook


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Economic Outlook

Produced by RBC Global Asset Management's Chief Economist Eric Lascelles, the #MacroMemo covers what's on our economic radar for the week

Discover and Learn

Montreal's real estate market is about to eclipse Vancouver's - BNN Bloomberg

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The 10 best-paid hedge fund managers made US$7.7B in 2018 - BNN Bloomberg

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Waiting for the payoff: Automakers, tech giants bet big on self-driving cars - BNN Bloomberg

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