Alan Chan, Senior Insurance Specialist: Life, Health & Wealth-RBC Insurance

12/04/2025

Estate planning is more, much more, than “death planning.” 82% of Canadians prioritize financial protection for loved ones, but only 15% have an estate plan. A strategic plan ensures asset control, reduces taxes, and preserves wealth—especially for businesses.

Estate planning is more, much more, than “death planning.” Despite the intricate details, the basic bottom line spells it out succinctly. In Canada, estate planning is formally and legally documenting a plan for assets to protect family, business legacy and minimize taxes. A comprehensive estate...

09/23/2024

If you owned the goose that laid the golden egg, which would you insure first?
Naturally, you would insure the goose – as long as you have the goose, you can always get more eggs. In other words, if the golden egg represents your valuable assets such as your home or automobile, the goose represents your earning power. By insuring your ability to earn an income, you can protect you and your loved ones if you’re ever unable to work due to an illness or a disability. DM me for more information.

08/15/2024

One of the ways to keep young people safe online is to be aware of the top scams affecting kids and youth – and to raise their awareness of the risks and dangers out there. Protecting your kids online starts with a conversation. Review the below checklist with your kids to help them understand online safety and the roles we all play in keeping our family safe.

One of the ways to keep young people safe online is to be aware of the top scams affecting kids and youth – and to raise their awareness of the risks and dangers out there.

08/06/2024

Wondering what to cook tonight? Look no further! RBC Insurance has partnered with to support the launch of their RMHC Family Cookbook. For every FREE download, RBC Insurance will make a donation to RMHC Canada to feed a family for a day! https://bit.ly/4bvWJSd

07/04/2024

Seniors are attractive targets for cyber criminals – and this unfortunate reality is sure to continue. But by being aware of the types of threats that are out there, particularly the grandparent scam, can help seniors and their families build their defences against scammers.

The grandparent scam is the most common form of cyber scam targeting seniors. Find out what it involves and how to avoid being a victim.

06/03/2024

Many newcomers want to own a home in Canada, but understanding the Canadian housing market and home-buying process can feel daunting. Here are some tips to help you buy your first home in Canada.

02/21/2024

Need a Will but don’t know where to start? Epilogue Wills can help. Their guided online questionnaire makes it easy to create a legally binding Will. Save 20% as an RBC Insurance client. Message me for more details.

Creating a Will doesn’t have to be complicated or costly. Epilogue makes it easy and affordable to create a simple legally-binding Will in minutes*Legal.

01/25/2024

RBC Insurance now offers coverage to individuals new to Canada. Protect your family with affordable and dependable RBC Life Insurance customized just for you. Contact me for more information.

07/24/2023

A life insurance plan built just for you can help protect everything you’ve work hard for. Let’s connect and talk about customized life insurance plans.

07/13/2023

RBC Insurance isn’t a sales culture; it’s an advice culture. Give this video a watch to learn more about how we help our clients and communities prosper everyday.

RBC Insurance is committed to helping our clients thrive and our communities prosper. We believe in creating a positive social impact, not just an economic o...

06/19/2023

Excited to share a sneak peek into the RBC Insurance team and our accomplishments in helping both clients thrive and communities prosper. Reach out to learn more about the amazing work we do.

RBC Insurance is committed to helping our clients thrive and our communities prosper. We believe in creating a positive social impact, not just an economic o...

06/12/2023

Don’t let your cottage become a family battleground. Learn how to navigate emotions and prevent inheritance disputes. Join host Leanne Kaufman and guest Justin de Vries for insights and tips to deal with properties that have emotional attachment.

Explore the emotional complexities of passing down a family cottage, plus strategies to help prevent family feuds and leave a harmonious legacy.