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Jun Ethan Chen

Financial Security Advisor & Investment RepresentativePinnacle Reliance Financial Planning IncMarkham, Ontario

MBA & CFP & MDRT Member

8 years experience in investment and insurance industry since 2011

This user account status is Approved

Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Investment Planning Insurance Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Ontario

Certification/Additional Courses ?

CFP®

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Annuity Guaranteed Investment Certificate (GIC) Mutual Fund Segregated Fund
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