Josephine Chan
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Perfil
Ms. Josephine Chan joined NWM in 2010 as a Compliance Analyst and Funds Administrator.
Born and raised in Hong Kong, Ms. Chan graduated from the University of Calgary and has worked in the financial industry for many years, focusing 4 of those years on compliance.
She has successfully completed the CSC, CPH, Branch Manager Course, Operations Course, IMT, Options and Option Supervisor Course.
Antiguos cargos conocidos de Josephine Chan.
Empresas | Cargo | Fin |
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Nicola Wealth Management Ltd.
Nicola Wealth Management Ltd. Investment ManagersFinance Nicola Wealth Management Ltd. (Nicola Wealth) is a Canadian investment management firm headquartered in Vancouver, British Columbia. The firm was founded by John M. Nicola in 1994 as John Nicola Financial Group Ltd. They are a subsidiary of NWM Holdings Ltd., which is ultimately owned by Cementir Holding NV (BIT: CEM) in Italy. They provide bespoke wealth management and asset management services to affluent individuals, families, and institutions across Canada and the US. Nicola Wealth is a signatory of the United Nations? Principles for Responsible Investment (UNPRI). | Oficial de Cumplimiento | - |
Formación de Josephine Chan.
University of Calgary | Undergraduate Degree |
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Empresas privadas | 1 |
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Nicola Wealth Management Ltd.
Nicola Wealth Management Ltd. Investment ManagersFinance Nicola Wealth Management Ltd. (Nicola Wealth) is a Canadian investment management firm headquartered in Vancouver, British Columbia. The firm was founded by John M. Nicola in 1994 as John Nicola Financial Group Ltd. They are a subsidiary of NWM Holdings Ltd., which is ultimately owned by Cementir Holding NV (BIT: CEM) in Italy. They provide bespoke wealth management and asset management services to affluent individuals, families, and institutions across Canada and the US. Nicola Wealth is a signatory of the United Nations? Principles for Responsible Investment (UNPRI). | Finance |
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