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Grace Wealth & Asset Management

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Grace Wealth & Asset Management is a full-service wealth management boutique shop. The benefits of dealing with us:

Professional Advice

Because we are an independent wealth management firm and because of our compensation structure, we are not biased to any particular products. We simply offer what is best suited to our clients.

Customized Service

Each client’s needs and financial goals are different; therefore, their portfolio should be tailored to those goals. We use a wide range of products and services to achieve them.

Transparency and Flexibility

With Grace Wealth, you never have to guess how we are paid. We discuss our compensation structure with our customers upfront with full disclosure. 

About Grace

Grace Chen Photo

Grace Chen

Grace Wealth & Asset Management

As the owner of Grace Wealth & Asset Management, Grace strives to deliver the highest quality of investment management, financial planning and client services by thoroughly understanding client needs and their financial goals, tailoring investment solutions to their needs, and, most importantly, maintaining the highest standards of professionalism and caring for her clients’ well being.

After proudly graduating from British Columbia Institute of Technology (BCIT) Financial Planning program in 2005, Grace has since been working in the financial industry as an advisor. During that time, she has been frequently recognized and promoted for her outstanding performance. Throughout her career Grace has never stopped continuing her education in this fast moving industry. While working full time as a financial advisor, Grace has earned the prestigious Certified Financial Planner (CFP) designation in 2007, and has since maintained good standing. In 2013, Grace reached her highest academic achievement: a dual degree Executive MBA in Asset and Wealth Management from Carnegie Mellon University in the United States and the University of Lausanne in Switzerland.

 In 2014, Grace has established her own company Grace Wealth in order to better service her clients. Grace has always believed that the longevity of a wealth management business is based on trust. To earn clients’ trust, an advisor has to show consistency, trustworthiness, and constant self-improvement.

To contact Grace Chen: 604.261.8511 or Grace.Chen@Manulifesecurities.ca

Products & Services

Investment management

The reason one seeks professional asset management instead of doing it all on his/her own, is for the benefit of a disciplined and well-structured approach. This is exactly the value Grace Wealth brings to you, professional management. We are not looking for short term extraordinary gains, but seeking long-term consistent returns with a focus of minimizing volatility. With the various tools available, we build a portfolio that would best match your objectives and risk tolerance.

Eligible Account typesCash, RRSP, TFSA, RESP, LIRA, RRIF, LRIF, LIF
Eligible Investment typesStocks, Bonds, ETFs, mutual funds, etc.

Financial Planning service

For anyone who would like an unbiased assessment to their financial health and receive recommendations, we provide this service. At Grace Wealth, we believe if you are serious about managing your finance, you should have access to a professional financial planner’s help at a reasonable price. There is no obligation to invest with us.

Services include:

  • Initial goal finding and information gathering meeting
  • A comprehensive financial plan
  • An investment Proposal
  • Plan presentation and Q&A 


Our compensation

Premier Investment Program -- a fee-based approach: At Grace Wealth, we believe the advisor’s compensation should align with our client’s interest. We are paid for growing your portfolio, not by generating more transactions. Our securities dealer Manulife Securities has developed the Premier Investment Program. It provides transparency, flexibility, and tax deductibility.

Our fees: (tax deductable for non-registered accounts)

Asset Level% fee
Up to $249,9991.5%
$250,000 to $499,9991.25%
$500,000 to $999,9991.1%
$1,000,000 +1%

 

Financial Planning service:

  1. Regular price: $2200/plan
  2. Free-of-charge for Premier Investment Program clients

Calculators

Savings/Retirement Calculator

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Provided for illustration purposes only. The Savings/Retirement Calculator results are based on the information you provide and assume that the annual interest rate over the specified years will not change. Actual rates may vary and will affect the maximum Future value.


Education Savings Goal Calculator

Click here to see a calculator that helps you determine the amount of money you need to save for your children's education.

RRIF, LIF & LRIF Calculator

Click here to see a calculator that helps you determine the amount of retirement income you can receive from your RRIF, LIF or LRIF plan.


Calculators for Business

Payroll Deductions Online Calculator

Please use this payroll deduction calculator to estimate the federal and provincial tax deductions for your business.

Contact Us

For your convenience, send a message with the form below or call today!

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604-261-8511