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. S

Josephine Chan
Partner, Chief Compliance Officer and Portfolio Manager
Bull Wealth Management Group Inc
Canada, Ontario, Toronto
About Me
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
Oct 5, 2025
Keylinks
More profiles to browse
Kevin Van Dyk
Director of Research, Managing Partner, Managing Director, Advisory Group & Portfolio Manager
PJ
Paul Jaggard
Partner
JC
Julian C. Smith
President & CEO
PK
Peter Klein
Managing Partner
You Might Like
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation