Herman Chan, CFP®

About

A dedicated financial planner, insurance broker, and investment advisor, who loves guiding medical professionals and real estate investors to financial freedom.

Experience

• President at Crimson Financial
  Dec 2025 - Present · 7 mos

  -advice-only financial planning -risk management -investment management

• Investment Representative at Quadrus Investment Services Ltd.
  Feb 2011 - Present · 15 yrs 5 mos

• Business Development Director at Advice Canada
  Feb 2025 - Nov 2025 · 10 mos

  *Advice Canada is not a legal entity. It’s a support platform for advisors of Financial Horizons Incorporated, investment representatives of Quadrus Investment Services Ltd., and advisors with a direct contract with The Canada Life Assurance Company (the “Companies”). Advice Canada team members carry on business as representatives of one or more of the Companies. IPC Securities Corp., IPC Investment Corp., LP Financial Planning Services Ltd., and Value Partners Investments Inc. are affiliates of the Companies that provide a range of wealth solutions.

• Regional Account Executive, Advisor Solutions at Canada Life
  Apr 2021 - Feb 2025 · 3 yrs 11 mos

• Freedom 55 Financial (10 yrs 3 mos)
  • Regional Director
    May 2018 - Apr 2021 · 3 yrs

  • Director, Practice Development
    Feb 2011 - May 2018 · 7 yrs 4 mos

    May 2017 - May 2018 --- Director, Practice Development Feb 2011 - May 2017 --- Director, Business Development