Janelle Chan

 

 

"Successful investment is about managing risk, not avoiding it." 

Benjamin Graham


Janelle's goal is not only to build relationships with her clients, but to educate them financially and build the best solution for them. Growing up with a mother who is also a financial planner, Janelle learned early that finance is for everyone, regardless of means or age. There are opportunities for all, and for Janelle, client needs come first!


Janelle currently holds her LLQP (Life License Qualification Program) and Exempt Market Products licenses, and is currently working to further develop her knowledge by obtaining her CFP Designation. She is fluent in both Cantonese and English. 


Email: jchan@rethinkdiversify.com