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Grace Wealth & Asset Management

-your financial family doctor

a fee-based service 

Learn More

"Grace has been our financial advisor for nearly ten years and we have found her to be honest, attentive to our needs and goals...." 

Professional Advice

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

Customized Solutions

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 & Asset Management, 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, CFP, MBA Photo

Grace Chen, CFP, MBA

Grace Wealth & Manulife Securities Incorporated

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 & Asset Management 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 & Asset Management 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 & Asset Management, 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 


Fee-based compensation

Premier Investment Program -- a fee-based approach: At Grace Wealth & Asset Management, 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.

Please contact us for more information

Testimonials

"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.

 Best wishes," 
 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.

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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604-629-8511