Member

Herman Chan

Toronto

Crimson Financial

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Herman Chan

Member Bio

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Herman Chan is the President at Crimson Financial, an independent planning-first wealth management firm based in the Greater Toronto Area. In this role, he focuses on delivering comprehensive, unbiased financial planning, insurance, and wealth management solutions that prioritize client goals and long-term success.

Specializations

Corporate Financial Planning
Corporate Insurance Planning
Divorce
Estate Planning
Financial Planning
Insurance Planning
Investment Management
Retirement Income Planning
Succession Planning

Designation(s)

CFP (Canada)

Compensation Models

Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)

Professional Associations

No items found.

Education

University

Assets Under Management

Less than 10,000,000

Practice Size

1

Investment License

Mutual Fund

Provinces Licensed (Investment)

British Columbia
Ontario
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