Jason Chen

Head of Wealth Management

Jason Chen

CIM®

Head of Wealth Management
Vice President

Ontario, Canada

Jason Chen

CIM®

Head of Wealth Management
Vice President

As the first Chinese background all-securities IIROC dealer in Ontario, I lead a dynamic team of young financial professionals in the Greater Toronto Area, whom I enjoy and excel at training and mentoring to be the best they can be, both professionally and personally.

Together with my management team, I coach ambitious and motivated individuals to reach their full potential by facilitating training and mentoring programs where we support and encourage individuals to expand their knowledge and abilities to achieve extraordinary results. I firmly believe that a rewarding career as an investment advisor enables us to enjoy a balanced lifestyle while helping Chinese Canadians achieve financial independence and grow their wealth.

Experience

Jason Chen has overall responsibility for strategy and corporate development and leads our Wealth Managements teams in Canada. The team focus on making our business, high-net-worth and corporate client’s ambitions a reality. Jason previously held Branch Manager roles of local mutual fund dealer, the areas including both compliance and product sales training for mutual fund advisors. He began his career in Shanghai, China, holding sales and management roles in a successful local listed company. And he was senior executive regional manager of East of China from 2010-2014. 

Licenses & certifications

Chartered Investment Manager (CIM®)
Trader Training Course (TTC)
Partners, Directors and Senior Officers Course (PDO)
Advanced Investment Strategies (AIS)
Portfolio Management Techniques (PMT®)
Wealth Management Essentials (WME®)
Branch Managers’ Examination Course
CIFC
LLQP

Skills & Services

Investment Advisory Services

Portfolio Risk Management

Mutual funds select

New Business Development

Education

Master’s degree from Queen Mary University of London.

Undergraduate engineering degree from City University of London.

Languages

English

Mandarin

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" I firmly believe that a rewarding career as an investment advisor enables us to enjoy a balanced lifestyle while helping Chinese Canadians achieve financial independence and grow their wealth. "

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