Josephine Chan

Finance

Consumer Services

Profile

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.

Former positions of Josephine Chan

Companies	Position	End
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).	Compliance Officer	-

See the detail of Josephine Chan's experience

Training of Josephine Chan

University of Calgary

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies