投资顾问 Jay Pan
Jay Pan毕业于雪城大学 (Syracuse University)，获得地质应用数学学位和工程硕士学位，并拥有特许投资经理称号。他自 2017 年以来一直从事金融业。在此之前，他曾在石油和天然气行业工作，并帮助多家公司为勘探、开发和收购活动筹集资金。他与温哥华及周边地区的亚裔社区密切合作。他专注于建立和维护客户关系，致力为客户提供全面的建议和量身定制的投资策略，以满足不同的财务需求。
We offer wealth and investment management solutions to a select group of personal and institutional clients.
We have extensive experience working with high-net-worth and ultra-high-net-worth Canadian families and understand their distinct needs – but one size doesn’t fit all. We specialize in working with clients who understand the value of tailored service and advice.
We engage in a unique and collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, a lead advisor connects you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.
We start by engaging in a balanced discovery conversation. This process harnesses the cutting-edge field of behavioural finance, so that we can better understand your Wealth Personality; what influences your wealth decisions and what matters most to you.
As your needs evolve, so will the services and solutions we can provide. We'll be in touch with you on an ongoing basis to provide you with advice and information relevant to your unique financial journey. And when you need advice, we'll be there with breadth of our expertise and the personalized attention you deserve.
A graduate of the Syracuse University with a degree in geological applied mathematics and a master's degree in engineering, Jay holds his Chartered Investment Manager designation. Jay has been working in the financial industry since 2017. Prior to that, Jay worked in the petroleum and gas industry and helped couple companies to raise funds for E&P and acquisitions. He works closely with the Asian-Canadian community in Vancouver and the surrounding area. Jay focuses on building and maintaining client relationships and is dedicated to providing holistic advice and tailor-made investment strategies for clients to meet various financial needs.
Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427