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My ideal clients are those folks who are not only super-serious about their savings, their investments, and their own future, but those who are looking for a long term, serious relationship with a mature, established, well-seasoned, professional Investment Advisor. Additionally, my ideal clients are very conservative investors, who think safety-first, and whose investment objectives are either income or growth, or a combination of income and growth.

My ideal clients expect to be provided with ongoing advice-they-can-trust, regular communication, and good service to ensure they receive what they want: Sleep-at-night and peace-of-mind,.

If you fit the profile of my ideal client and you want to know who I am; what I do for my clients; why I do what I do; how well I do it; and who I have done it for, and you are serious about having a personal, confidential relationship with a trustworthy Investment Advisor, then call me so we can meet each other.


Important Notices

Annual Comp
Equitable Bank 1Yr 1.800% N/A
CDN Western Bank 1Yr 1.800% N/A
CDN Western Bank 2Yr 2.150% 2.150%
Equitable Bank 2Yr 2.100% 2.100%
CDN Western Bank 3Yr 2.200% 2.200%
Laurentian Bank 3Yr 2.170% 2.170%
Laurentian Bank  4Yr 2.350% 2.350%
HSBC Bank 4Yr 2.300% 2.300%
HSBC Bank 5Yr 2.550% 2.550%
Home Trust 5Yr 2.450% 2.450%

All rates are as of 7thJANUARY 2015 and are subjected to change and availability. Rates are available only for minimum account opening size of $200,000.00.

For current rates, please contact Murphy Chan directly at (604) 631-2663 and ask for other fixed income investment ideas.