Wilton Chan BComm, CFP®, CIM®

Wilton has an Honours Bachelor of Commerce from the University of Guelph, holds the CFP® and CIM® designations, and is a Level 2 CFA Candidate. He is currently involved with the Canadian Association of Gift Planners and the Society of Trust and Estate Practitioners to assist with giving back to communities in a financially efficient manner. Born in London, Ontario, he has never forgotten his humble upbringing in a small town and the values it instilled in him, and prides himself on providing a comforting experience for clients. For over a decade he has helped high net-worth individuals and families at all different stages of life, and has guided his clients to a clear financial path that both evolves as their needs change and is easy to follow.

Wilton enjoys listening to live and recorded music of any genre and has recently begun playing the guitar and piano. He also enjoys the culinary arts, has a passion for cars and motorcycles, and is starting a watch collection.