Senior Investment Advisor | Portfolio Manager@ CIBC Wood Gundy
Sherbrooke, Quebec, Canada
Calvin Chan
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Concordia University
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FlashIntel GPTCalvin Chan is a highly experienced professional with 23.9 years of work experience in investments, retirement planning, wealth management, and mutual funds. Based in Canada, he specializes in financial, investment, and retirement planning advice. Calvin has held various positions at CIBC Wood Gundy, including Vice-president and Portfolio Manager, and BMO Nesbitt Burns. With a strong background in investment strategies and advisory, he has successfully managed portfolios and provided valuable insights to clients. Calvin's expertise and extensive work experience make him a valuable asset in the finance industry.
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Emails and Phone Numbers
About
Specialties: Financial, Investment & Retirement Planning Advice
Work Experience
Senior Investment Advisor | Portfolio Manager
Vice President | Portfolio Manager
Vice President Investment Advisor
Financial Services
Calvin Chan's Professional Milestones
- Vice President Investment Advisor (2000-01-01~2008-01-01): Developed new investment strategies that increased portfolio returns and improved financial performance.
- Vice President Investment Advisor (2008-02-01~2014-03-01): Transformed financial strategies by leveraging innovative strategies and providing insights to drive business growth.
Education
Skill
Investments
Retirement Planning
Wealth Management
Mutual Funds
Investment Strategies
Investment Advisory
Asset Management
Portfolio Management
Securities
Asset Allocation
Certification
Colleagues
Fabio Danisi
private wealth management and investment advisory - co-president of the ypma young professionals in m&a
Ray Smallwood
first vice president at cibc wood gundy
Arthur Silber Silber
Vice President
Rick Ragno
owner cibc wood gundy
Greg Furtney
business owner and senior consultant at gna solutions ltd
Other Named Calvin Chan
Frequently asked questions
We found 3 Calvin Chan's email addresses
We found 1 Calvin Chan's phone numbers
Calvin Chan works for CIBC Wood Gundy
Calvin Chan's role in CIBC Wood Gundy is Senior Investment Advisor | Portfolio Manager
Calvin Chan works in the industry of Financial Services
Calvin Chan's colleagues are Fabio Danisi,Ray Smallwood,Arthur Silber Silber
Calvin Chan's latest job experience is Senior Investment Advisor | Portfolio Manager at CIBC Wood Gundy
Calvin Chan's latest education in Concordia University
