

Josephine Chan
Partner, Chief Compliance Officer and Portfolio Manager
Bull Wealth Management Group Inc
Canada, Ontario, Toronto
About Me
Jo has over 15 years of wealth advisory and investment management experience. She was an investment analyst at Ernst & Young's Investment Advisory Services, an investment analyst at Mercer Investment Consulting and an Assistant Portfolio Manager at Jarislowsky Fraser Limited. Jo is responsible for our firm's compliance policies and procedures, and ensures we maintain compliance with all securities regulations. Jo also provides operational support to our team and works closely with our clients by providing wealth advisory and consulting advice. Jo is a Portfolio Manager and is also a member of the BULLWEALTH Investment Committee. Jo graduated from the University of Toronto with a BA. She is a
Profile Information
Partner, Chief Compliance Officer and Portfolio Manager
Bull Wealth Management Group Inc
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Toronto
Ontario
Canada
May 16, 2024
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