Herman Chan on the benefits and challenges of going independent
Herman Chan shares his journey from journalism to becoming a financial planner. After years of working with major firms, he transitioned to independent advice with his own firm, Crimson Financial. He discusses his upbringing and the principles that guide his practice.
- ▪Herman Chan initially pursued a career in journalism before shifting to financial planning.
- ▪He worked for 15 years at firms like RBC and London Life before going independent.
- ▪Chan emphasizes the importance of the 'Platinum Rule' in his advisory practice.
Opening excerpt (first ~120 words) tap to expand
ShareSave for laterPlease log in to bookmark this story.Log InCreate Free AccountFor the best listening experience and to never miss an episode, subscribe to Behind the Advice on your favourite podcast app or platform: Apple Podcasts, Spotify, and Amazon Music.Herman Chan’s path to becoming a financial planner was anything but linear. He started out with a journalism degree and a dream of being a sports writer, before a stint in retail management convinced him it was time for a career change. After 15 years of supporting other advisors at major firms such as RBC and London Life (now Canada Life), Herman took the leap into independent advice.
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Excerpt limited to ~120 words for fair-use compliance. The full article is at The Globe and Mail.
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