John Bai Location

Toronto, ON, CA

John Bai Work

  • 2019 - now  Chief Investment Officer @ Aviso Wealth
  • 2016 - 2017 Managing Director, Client Experience Transformation @ Scotia Wealth Managment
  • 2006 - 2017 Managing Director, Wealth Management Strategy @ HollisWealth, Scotiabank Global Wealth & Insurance
  • 2002 - 2006 Head of the Research Marketing and Managed Investment Solutions Group @ TD Waterhouse
  • 2000 - 2002 Vice President, Head of Research Marketing Canada @ Merrill Lynch Canada

John Bai Education

  • University of Toronto

    CFA

  • University of Toronto

    B.Comm (Finance and Economics)

John Bai Skills

  • Financial Services
  • Retirement
  • Wealth Management
  • Investment Management
  • Investments
  • Equities
  • Strategic Financial Planning
  • Portfolio Management
  • Investment Advisory
  • Asset Allocation

John Bai Summary

John Bai, based in Toronto, ON, CA, is currently a Chief Investment Officer at Aviso Wealth. John Bai brings experience from previous roles at Scotia Wealth Managment, HollisWealth, Scotiabank Global Wealth & Insurance, TD Waterhouse and Merrill Lynch Canada. John Bai holds a CFA @ University of Toronto. With a robust skill set that includes Financial Services, Retirement, Wealth Management, Investment Management, Investments and more. John Bai has 2 emails and 1 mobile phone numbers on RocketReach.
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