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Wealth Advisory Director | Certified Financial Planner | MDRT COT

Chan Wen Li Winnie

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REP No.: CWL100044668

Wealth Advisory Director

Winnie Chan is a Certified Financial Planner (CFP) and MDRT Court of the Table qualifier (top 5% of advisers) with 15 years of experience in financial advisory services.

She specialises in helping doctors and high-income professionals build sustainable passive income, protect what they’ve worked for, and create a financial legacy for the people they love. Working across different insurers and investment platforms, Winnie focuses on finding the right fit for each client — not the other way around.

Her experience supporting clients through insurance claims has helped families access the financial protection they planned for, providing peace of mind during life’s most challenging moments.

Winnie was recognised as a Top 5 Weighted Premium producer at Financial Alliance in 2025 — out of close to 500 advisers — and received industry-level recognition for Top 3 Single Premium category Insurer award.

She has also brought financial education to organisations including Carousell Group, Singapore National Eye Centre, and Singtel.

Outside of work, Winnie stays active through regular gym workouts and is an accomplished pianist — recently attaining ABRSM Piano Performance Grade 6 (Merit).
She believes balance matters in finances, and in life.

Number of years of experience
> 0
Number of families served
> 0
Asset under Management
>$ 0

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Testimonials

Personal finance is about trust. Many financial advisors (including banks) sell toxic products to their clients. I think the first thing I found in Winnie is trust. Winnie is the person that I have confidence to introduce to my friends and my family members. She gave me independent advice in my best interest. And considered aspects from my work and residency that may affect my financial plans. And second, I found that Winnie is very knowledgeable in financial products and insurance plans, which are the good sources to build my financial plan upon and to meet my financial objectives. It is a painful process to understand those products and important points in the TC, without Winnie’s help.

Henry

Data Analyst Manager

Winnie is a reliable adviser who is knowledgeable & friendly. She helped us to optimize our resources to meet our financial goals, and helped out with any additional requests and questions we had. I would recommend her services.

Chit & Maw

Lecturer & Doctor

“Winnie Chan has provided excellent and timely advice to me for over 10 years. She has provided and excellent perspective on the best investment strategies that fits my needs.”

PR Preiser

Professor

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