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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. S

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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

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