GET TO KNOW US BETTER.

Eric Chong & Dan Fernandez
Eric and Dan are detail-oriented, thoughtful, and deeply committed to their clients' financial well-being. They bring a balanced blend of strategic thinking and practical insight to every relationship. Known for their clear communication and high standards, they work closely with clients to create personalized strategies built on trust, accountability, and long-term vision. With Eric and Dan, you have dedicated partners focused on helping you navigate your financial journey with clarity and confidence.

 


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Dan Fernandez

Financial Advisor, HBA (University of Toronto), CIM, CEA, - Investia Financial Services Inc.

Eric L. Chong

Financial Advisor, B. Eng. Sc., MBA (Ivey School of Business), CFP, Financial Advisor - Investia Financial Services Inc.

Susan Villegas
Administrative Assistant

Jenny Hu

Senior Assistant

Dan and Eric operate as a team with Jenny and Susan. Years of working together make BarecWealth operate smoothly and efficiently in response to customer needs.

CRAFTSMANSHIP MEETS PERFECTIONISM.

Eric Chong and Dan Fernandez
If you’ve ever sat across from Eric or Dan and listened to his analysis of the pros and cons of a particular mutual fund, you understand how they follow a scientific problem-solving approach. If you want a vivid image of how Eric’s professionalism veers toward the perfectionist, take a look at his meticulous woodworking. Nice to know he takes an equal amount of care with your investments.

ERIC’S WOODWORKING GALLERY

Disclaimers

1Mutual Funds and Exempt Market Products
Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered
2Segregated funds
Segregated fund products are offered through Investia Financial Services Inc. and/or multiple carriers. Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.
3Insurance
Segregated fund products are offered through Investia Financial Services Inc. and/or multiple carriers. Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.
4Disclaimer
Mutual Funds and/or Exempt Market Products and/or Exchange Traded Funds Mutual Funds and/or Exempt Market Products and/or Exchange Traded Funds Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund, exempt market product, and/or exchange traded fund investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund, exempt market product and exchange traded fund investments are not guaranteed, their values change frequently, and their past performance may not be repeated. Segregated Funds ​ Segregated Funds Segregated fund products are offered through Investia Financial Services Inc. and/or multiple carriers. Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund. ​ Guaranteed Investment Certificates Guaranteed Investment Certificates Guaranteed Investment Certificates (GICs) are offered through Investia Financial Services Inc. and/or multiple carriers.
5Privacy Policy
https://ia.ca/privacy-policy