Russell Chew Email & Phone Number
Senior Portfolio Manager and Senior Investment Advisor at TD Wealth Private Investment Advice @ E-Logic Info Tech Ltd
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Russell Chew Location
- Vancouver, BC, CA
Russell Chew Work
- 2021 -now Senior Portfolio Manager and Senior Investment Advisor at TD Wealth Private Investment Advice @
- 1996 -2021 VP, Portfolio Manager and Investment Advisor at TD Wealth Private Investment Advice @
- 1993 -1996 Investment Advisor @ Midland Walwyn
- 1988 -1993 Chartered Accountant @ PWC
Russell Chew Education
- Canadian Securities Institute
Certified International Wealth Manager ( CIWM ) (Wealth Management)
2006-2007 - Canadian Securities Institute
Fellow of the Canadian Securities Institute ( FCSI ) (Investments and Securities)
2004-2004 - Canadian Securities Institute
Certified Investment Manager ( CIM ) (Portfolio Management)
2003-2004 - The Canadian Institute of Financial Planning
Certified Financial Planner ( CFP ) (Financial Planning)
1997-1998 - Institute of Chartered Accountants of BC
Chartered Accountant ( CA ) (Accounting)
1989-1992 - The University of British Columbia / UBC
Bachelor of Commerce (BCom) (Finance)
1984-1989 - John Oliver
- Mcbride
Russell Chew Skills
- Retirement
- Strategic Financial Planning
- Wealth Management
- Investments
- Capital Markets
- Securities
- Small Business
- Investment Management
- Financial Reporting
- Portfolio Management
- Strategic Financial
- Customer Service
- Sales
Russell Chew Summary
- Russell Chew, based in Vancouver, BC, CA, is currently a Senior Portfolio Manager and Senior Investment Advisor at TD Wealth Private Investment Advice at TD. Russell Chew brings experience from previous roles at TD, Midland Walwyn and PWC. Russell Chew holds a 2006 - 2007 Certified International Wealth Manager ( CIWM ) in Wealth Management @ Canadian Securities Institute. With a robust skill set that includes Retirement, Strategic Financial Planning, Wealth Management, Investments, Capital Markets and more.
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