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Grace Wealth

-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, CIM Photo

Grace Chen, CFP, CIM

Grace Wealth & Manulife Securities Incorporated

I believe a person's financial well-being is just as important as their physical health. – Grace Chen

What excites Grace every day to come to work is to help her clients achieve a secure financial future and make friends along the way. Her experience and financial knowledge span over 15 years. Establishing Grace Wealth has allowed Grace to better service her clients and have a long-lasting relationship with them.

Grace is a Financial Planner who holds the Certified Financial Planner (CFP) designation and the Chartered Investment Manager (CIM) designation.

 After earning an accounting degree from British Columbia Institute of Technology (BCIT), Grace has received 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.

 Having grown up in Shanghai, Grace came to Canada as an international student. Not many people know that she had a different career back then. Grace had been a Principal Dancer at the Shanghai Song and Dance Troupe, a well-known and highly respected dance organization in China, for five years before coming to Canada. She travelled around the world while performing traditional Chinese folk dance with the dance organization. Dance has taught Grace discipline and perseverance.

 Although her main career focus is wealth management, Grace has never given up her passion for traditional Chinese folk dance. She is an instructor at Lorita Leung Dance Academy and a director at the Lorita Leung Dance Association, a not-for-profit organization that promotes Chinese dance culture in Canada.

 Home is where the heart is, and home is now in North Delta. Grace loves to spend time with her husband Sasa and two young boys Matthew and Nathan.

To contact Grace Chen: 604.629.8511 or Grace.Chen@Manulifesecurities.ca

Millie Lee Photo

Millie Lee

Administrative Assistant

Everyone likes Millie for her friendliness and calmness. She is the most organized and efficient person you will ever meet. She helps Grace with day-to-day tasks and ensuring a high level of service to clients.

Millie completed her BBA at Simon Fraser University and majored in Finance and Accounting. At her previous employment, she was quickly promoted to office manager for ensuring smooth operation and client relations. She has strong attention to detail and brings a broad range of experience to the team.

 Outside of the office, Millie lives in Vancouver with her husband and two daughters. she is an active board member for the figure skating club where her daughters skate. She also loves to travel and explore different destinations in Europe and Asia. 

 m.lee@manulifesecurities.ca 604.629.8511

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

Contact Us

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604-629-8511