Biography

Jaricson Chan is an esteemed adviser and leader in the world of banking, insurance and investment advisory. With a rich banking and finance academic background and more than a decade of industry experience, he has proven himself to be an expert in his field.

Not only does his onshore and offshore banking experience and financial background plays a crucial role in his work, but he has also achieved various qualifications and certificates such as IBFA and CFP that showcase his dedication to continuous improvement and professional growth.

Jaricson’s remarkable attention to detail and innate ability to connect with others set him apart from his peers. His compassionate and empathetic nature allows him to utterly understand his clients' needs and wants, enabling him to tailor personalized financial strategies not confined to charts and numbers for their unique situations. Furthermore, his astute analytical skills enable him to assess a wide range of risks that consistently yield positive outcomes.

Outside of his professional endeavors, he maintains a deep-rooted commitment to giving back to the community. He actively participates in various social initiatives, volunteering his time and skills to make a difference in the lives of others.

In conclusion, Jaricson’s unwavering commitment to professionalism and continued growth ensures that he is always at the forefront of industry advancements, providing his clients with the utmost confidence in the decisions making process so that every client receives expert guidance and support on their journey toward a comprehensive success.

Ms Cycilia

Allied Health care professional

Jaricson has been my financial advisor since 2024. He is professional and constantly upgrade himself with the appropriate certification to better serve his clients. Provides me with investment options, advice, details and explanation. He is also sensitive towards clients needs and ensure clients feel a sense of security and comfortable, which is prudent in making a decision of taking up an investment plan/ insurance policy. This gives me a sense of authority in making/ commit to any investment plan. Very meticulous and appreciate his interval excel sheets summary and updates of my investment plans.

Mr Daryl Huang

Manager

Dedicated, knowledgeable, responsive and trustworthy; these are the essential qualities for an exceptional advisor in the financial services and Jaricson exemplifies these through and through. I have even recommended his services to my significant other and have no qualms about his ability to deliver.

Mrs Cynthia

I’ve had the pleasure of working with Jaricson as my advisor, and I’m truly impressed by his professionalism and knowledge. He takes the time to explain policies clearly, ensuring I fully understand my options before making any decisions. Jaricson is reliable, patient, and always puts my best interests first. I feel confident knowing that my insurance matters are well taken.