About Pinnacle Reliance
Pinnacle & Reliance
"Pinnacle" means mountain and precipitous. We believe that the work of helping clients with financial planning, asset management and insurance planning is difficult and complicated. Like a steep mountain, it needs to be conquered by everyone and theri family.
Reliance, means honesty and integrity, they are the most important things as a financial advisor, at the same time, when a financial adviser and client get together to conquer the mountain, the cornerstone is honest and trust, like teammates, hand in hand, help clients to climb to the top of the mountain, help customers to achieve financial goals.
This is why we callled Pinnacle Reliance
Jun Chen(Ethan) 陈隽
Planning with HEART
12 years wealth & insurance working experienece in Canada
MBA degree from Brock Universy which located in Ontario, Canada.
Certified Financial Planner® designation holder
Chartered Life Underwriter® designation holder
Member of MDRT 2018,2019,2020,2021,2022, 2023
2018,2019,2020,2021,2022, 2023 MDRT百万圆桌会员
Member of Financial Advisors Association of Canada
From strategic planning to innovative solutions, my focus is always on building an efficient and results-driven financial plan with my client.
I'll work with you to create a customized financial plan for you or your busienss and your families.
Code of Conduct
Client First, Professional, Integrity
Interested in getting advice from an experienced and professional Financial Planner? Call me today and see what I can do for you.