Jo Chan
Associate Portfolio ManagerJo holds a BA from the University of Toronto as well as the CFA (Chartered Financial Analyst) and CIM (Canadian Investment Management) designations.
Jo has over 10 years of experience in portfolio management and investment administration dealing with institutional and high net worth private clients at Ernst & Young Investment Advisers Inc. and Jarislowsky Fraser Limited. Jo is a member of the Toronto Society of Financial Analysts.
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Contact Info
4100 Yonge Street, Suite 612Toronto, ON M2P 2B5
Canada
Directions: Map
Phone: 416-223-2053
Toll Free: 1-866-623-2053
Fax: 416-223-7940
bwmg@bullwealth.com
Key People
James A. Bull, MBA, CA, CFP, CIMAMeir A. Cohen, MBA, CFA, CFP
Marian Carroll, M.A., CFA
Kevin Van Dyk, CFA
Jo Chan
Jeremy Bau
Basil Mummery
Bruce Curtis
