John Bai Email & Phone Number
Chief Investment Officer
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John Bai Location
- Toronto, ON, CA
John Bai Work
- Chief Investment Officer @ Aviso Wealth (May 2019 - Present)
- Managing Director, Client Experience Transformation @ Scotia Wealth Managment (January 2016 - September 2017)
- Managing Director, Wealth Management Strategy @ HollisWealth, Scotiabank Global Wealth & Insurance (January 2006 - January 2017)
- Head of the Research Marketing and Managed Investment Solutions Group @ TD Waterhouse (January 2002 - January 2006)
- Vice President, Head of Research Marketing Canada @ Merrill Lynch Canada (January 2000 - January 2002)
John Bai Education
- University of Toronto
B.Comm (Finance and Economics)
- CFA Institute
CFA
John Bai Skills
- Asset Allocation
- Asset Management
- Capital Markets
- Equities
- Financial Advisory
- Financial Services
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Market Research
- Marketing
- Marketing Research
- Mutual Funds
- Pensions
- Portfolio Management
- Product Development
- Product Management
- Project Portfolio Management
- Retirement
- Retirement Planning
- Securities
- Strategic Financial Planning
- Strategy
- Team Building
- Thought Leadership
- Wealth
- Wealth Management
- Wealth Management Services
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 B.Comm in Finance and Economics @ University of Toronto. With a robust skill set that includes Asset Allocation, Asset Management, Capital Markets, Equities, Financial Advisory and more. John Bai has 2 mobile phone numbers on RocketReach.
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