Susan Chan Email
Vice-President, Supervision and Chief Compliance Officer @ West Oak Family Office
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Susan Chan Location
- Toronto, ON, CA
Susan Chan Work
- Vice-President, Supervision and Chief Compliance Officer @ (August 2025 - Present)
- Vice-President, Supervision @ (December 2024 - August 2025)
- Compliance, Director @ Mackenize Financial (December 2023 - December 2024)
- Director, Specialized Supervision, SSI Business Controls @ (March 2022 - May 2024)
- Director, National Supervision @ (January 2020 - March 2022)
- Senior Manager, National Supervision and Business Risk @ (December 2017 - January 2020)
- Senior Branch Manager of National Branch @ HollisWealth, Global Wealth Management, Scotiabank (November 2015 - September 2016)
- Branch Manager @ HollisWealth, Global Wealth Management, Scotiabank (March 2014 - November 2015)
- Senior Compliance Officer, Branch Auditor @ HollisWealth, Global Wealth Management, Scotiabank (August 2011 - March 2014)
- Branch Administrator, Assistant Branch Manager @ (July 2010 - August 2011)
- Team Leader @ HSBC InvestDirect Inc (January 2004 - August 2010)
- Customer Service Coordinator @ (January 2000 - January 2004)
Susan Chan Education
- University of Toronto
Honours Bachelor of Arts (BA) (Double Major in Economics and Music)
1996-2000 - Royal Conversatory of Music
Teacher's A.R.C.T.
Susan Chan Skills
- Team Leadership
- Wealth Management
- Investments
- Financial Services
- Management
- CRM
- Leadership
- Mutual Funds
- Recruiting
- Customer Service
- Risk Management
- Banking
- Negotiation
- Equities
- Portfolio Management
- Securities
- Asset Management
- Microsoft Office
- Sales
- Business Analysis
Susan Chan Summary
- Susan Chan, based in Toronto, ON, CA, is currently a Vice-President, Supervision and Chief Compliance Officer at Wellington-Altus. Susan Chan brings experience from previous roles at Wellington-Altus, Mackenize Financial and Scotiabank. Susan Chan holds a 1996 - 2000 Honours Bachelor of Arts (BA) in Double Major in Economics and Music @ University of Toronto. With a robust skill set that includes Team Leadership, Wealth Management, Investments, Financial Services, Management and more. Susan Chan has 1 emails on RocketReach.
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