Commitment to Value
We give priority to your goals and concerns and work exclusively for your benefit to meet your unique needs.
"Grace has been our financial advisor for nearly ten years and we have found her to be honest, attentive to our needs and goals. After my husband passed away she provided relevant information and set up a financial plan taking into account my concerns and level of risk.
She is easily reachable, takes time to review investments regularly, and makes appropriate recommendations when required always taking into account your input.
I trust her competence and appreciate her professional approach to her clients' requirements and I have no hesitation in recommending her to family and friend."
Micheline of Langley, B.C.
"We are pleased to recommend Grace as one of the very best financial planners that we have dealt with over our adult lives. We have utilized her services for the past two years. We have found her very professional, personable and a wealth of knowledge in all things affecting ones personal financial needs. Should you be in need of help with your finances, give Grace a call.
Norman and Twyla of Richmond, B.C.
"Grace Chen has been our financial advisor for almost 10 years. We are in our early 60s, and have owned bonds, mutual funds, and stocks for over 40 years. Earlier, we used about four different financial advisors. We were not comfortable with their services. We were disappointed with their attitude and their abilities to explain and to keep us up-to-date with our investments. We recall that they contacted us only when they wanted to promote one of their company's investment products.
Grace keeps us well-informed, and explains a number of investment strategies clearly. Because of her intelligent guidance, we are able to make our investment decisions with confidence. We are also proud to count Grace as our friend.
We are happy to recommend the services of Grace Wealth and Asset Management. "
Gerald and Patti of Surrey, B.C.
"We have not known Grace for very long, but appreciate her flexibility and knowledge, and her willingness to adapt to our financial goals and values."
Bob & Ika of Burnaby, BC