Herman Chan Email & Phone Number
President @ Crimson Financial
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Herman Chan Location
- Canada
Herman Chan Work
- President @ (December 2025 - Present)
- Investment Representative @ (February 2011 - Present)
- Business Development Director @ Advice Canada (February 2025 - November 2025)
- Regional Account Executive, Advisor Solutions @ (April 2021 - February 2025)
- Regional Director @ (May 2018 - April 2021)
- Director, Practice Development @ (February 2011 - May 2018)
- Branch Manager @ (September 2008 - February 2011)
- Branch Manager @ HSBC Finance (May 2007 - August 2008)
Herman Chan Education
- FP Canada
CERTIFIED FINANCIAL PLANNER®
- Carleton University
Journalism (History)
Herman Chan Skills
- Critical Illness
- Change Leadership
- Change Management
- Leadership Development
- Wealth
- Estate Planning
- Public Speaking
- Business Analysis
- JavaScript
- Fixed Annuities
- Retirement
- Insurance
- Retirement Planning
- Sales Management
- Customer Service
- Partnering
- Recruiting
- Microsoft Office
- Financial Planning
- Personal Finance
- Leadership
- Sales Presentations
- Financial Planners
- Employee Benefits
- Selling
- Mutual Funds
- Financial Services
- Sales
- Program Management
- Time Management
- Mentoring
- Wealth Management
- Investments
- Consultative Selling
- New Business Development
- Business Planning
- Strategic Financial Planning
- Coaching
- Entrepreneurship
- Disability Insurance
- Mortgage Lending
- Business Development
- Risk Management
- Team Leadership
- Healthcare
- Management
- Life Insurance
- Strategic Planning
- SQL
Herman Chan Summary
- Herman Chan, based in Canada, is currently a President at Crimson Financial. Herman Chan brings experience from previous roles at IPC Wealth, Advice Canada, Canada Life and Freedom 55 Financial. Herman Chan holds a CERTIFIED FINANCIAL PLANNER® @ FP Canada. With a robust skill set that includes Critical Illness, Change Leadership, Change Management, Leadership Development, Wealth and more. Herman Chan has 1 emails on RocketReach.
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