Wilton Chan Email & Phone Number
Wealth Counsellor and Client Relationship Manager @ Evans Investment Counsel
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Wilton Chan Location
- Toronto, ON, CA
Wilton Chan Work
- 2019 -now Wealth Counsellor and Client Relationship Manager @
- 2017 -2019 Financial Planner, Investment Retirement Planner @
- 2015 -2016 Director of Private Client and Financial Planning @
- 2011 -2015 Financial Planner, Wealth Management @
- 2014 -2014 Professor - Advanced Financial Planning @
- 2008 -2011 Account Manager @
- 2007 -2008 Investment Specialist @ Altamira Investment Services
Wilton Chan Education
- University of Guelph
HBComm (Management Economics in Industry and Finance)
2003-2007 - CFA Institute
CFA Level I Completed
2018 - Financial Planning Canada
Certified Financial Planner (CFP)
2011 - Canadian Securities Institute 2011
- Financial Industry Regulatory Authority
Series 65
2016
Wilton Chan Skills
- Presentations
- Counseling Psychology
- Asset Location
- AAR
- Customer Relations
- Wealth Management
- Customer Service
- Retirement Planning
- Investments
- Estate Planning
- Financial Planners
- Risk Management
- Banking
- Financial Analysis
- Insurance
- Mutual Funds
- Portfolio Management
- Strategic Financial Planning
- Relationship Management
- Investment Advisory
- Investment Strategies
- Securities
- Financial Planning
Wilton Chan Summary
- Wilton Chan, based in Toronto, ON, CA, is currently a Wealth Counsellor and Client Relationship Manager at Evans Investment Counsel. Wilton Chan brings experience from previous roles at RBC, MCA Cross Border Advisors Inc., National Bank of Canada and George Brown College. Wilton Chan holds a 2003 - 2007 HBComm in Management Economics in Industry and Finance @ University of Guelph. With a robust skill set that includes Presentations, Counseling Psychology, Asset Location, AAR, Customer Relations and more. Wilton Chan has 1 emails and 1 mobile phone numbers on RocketReach.
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