Tony Chang
- Financial Advisor
Backed by a team of experienced professionals, which may include financial planners, notaries, lawyers and tax experts, I'll do more than a basic review with you — I'll consider every aspect of your financial security, including:
- Establishing a personal budget
- Reviewing your investments
- Evaluating any insurance needs
- Determining if you can reduce your taxes
- Planning your retirement
- Understanding your estate wishes
After this process, I'm certain you'll have a clear picture of your finances, perhaps discovering opportunities you never thought were available to you.
604-980-6661
My professional practice is characterized by the values I hold dear:
- Integrity and loyalty
- Availability and independence
- Professionalism and skill
- Exceptional service
I bring these values to every relationship in my practice.
When it comes to my practice, discipline is always my top priority. I've completed the necessary licensing requirements and always pursue professional skills and training so that I can put the latest industry knowledge to work for you. Desjardins Financial Security Investments ensures strict adherence to professional standards, obligations and regulations.
I decided to work under the banner of Desjardins Financial Security Investments, because it gives me access to many different financial companies. This allows me to make objective recommendations that are best suited to you and your situation. Desjardins Financial Security Investments is a partner network of Desjardins the leading cooperative financial group in Canada, which gives my network proven financial stability and unmatched support.
Desjardins Financial Security Investments (DFSI) is part of Desjardins Group, the leading financial cooperative in North America, with more than $397.1 billion (as of December 31, 2021) in total assets and over 53,000 employees across Canada. Desjardins is recognized for its financial stability with a capitalization ratio rated among the best in the industry. We are pleased to provide you with a wide range of comprehensive financial products and services catered to your unique needs. Together your representative and you will build a sound and valuable relationship. For more information about DFSI, simply visit the official website.