Lewis Chan

Financial Literacy Counsel

Financial Literacy Counsel is a boutique financial planning and education company founded in 1999 to do one thing: move people financially forward. Financial education is the foundation of everything we do. We are trusted by schools, health authorities, corporations, and associations to empower their students, employees, and members with the confidence to make better financial choices. We are also nationally recognized leaders in financial education as the winners of the 2020 IFSE Financial Literacy Champion. Financial planning begins with education. By understanding our clients' unique situation and priorities, we design bespoke financial solutions that move them forward and bring their life goals within reach. - Mutual funds and ETF's are offered through Investia Financial Services Inc.