John Bai Email & Phone Number
Chief Investment Officer @ Aviso Wealth
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John Bai Location
- Toronto, ON, CA
John Bai Work
- 2019 -now Chief Investment Officer @
- 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
- Market Research
- Strategy
- Capital Markets
- Investment Strategies
- Marketing
- Mutual Funds
- Financial Advisory
- Retirement Planning
- Product Development
- Product Management
- Marketing Research
- Project Portfolio Management
- Wealth Management Services
- Securities
- Asset Management
- Pensions
- Thought Leadership
- Team Building
- Wealth
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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