Chanyi Wealth Management

About Chanyi Wealth Management

Chanyi Wealth Management is an investment services firm located on Colborne Street in the Downtown neighbourhood of London. The business serves business owners, professionals, and high-net-worth families who are looking to build, preserve, and transfer their wealth. The firm offers a holistic approach to wealth management, providing independent financial advice on investments, retirement, taxes, and estate planning. Their services are designed to help clients construct customized strategies to meet specific goals regarding investment management, retirement income, philanthropy, and intergenerational wealth transfer. The team focuses on a disciplined approach to money management, utilizing intelligence over emotion to make investment decisions. Senior Investment Advisor Jason P. Chanyi leads the team with over 20 years of experience. He describes his approach as one of long-term commitment, guiding clients through various economic conditions to find the best available investment opportunities. His philosophy is influenced by the investment principles of figures such as Warren Buffett, Phillip Fisher, and Benjamin Graham. The firm is supported by Executive Assistant Angela Rice-Welch, who joined the team in 2006 to manage client inquiries and streamline the client experience.