Profilo
Mr. Paul W.
Wan is a Senior Investment Advisor & Portfolio Manager at Leede Jones Gable, Inc.
He started his financial career with C.M.
Oliver in 1984.
His experience in this industry has proven to be beneficial to his clientele, many of whom are original clients from the mid-80s.
Mr. Wan is a Simon Fraser University Graduate with a double major in Business and Economics.
Posizioni attive di Paul Wing Wan
| Società | Posizione | Inizio |
|---|---|---|
Leede Jones Gable, Inc.
 Leede Jones Gable, Inc. Investment ManagersFinance Leede Jones Gable, Inc. is an independent, employee-owned investment management firm headquartered in Calgary, Canada. The firm was formed in 2015 as a result of the merger between Leede Financial Markets Inc. and Jones, Gable & Company Ltd., financial services firms founded in 1987 and 1965, respectively. Leede Jones Gable provides discretionary advisory and investment management services through investment advisors and portfolio managers across Canada. | Gestore di Portafoglio-Azioni | - |
Precedenti posizioni note di Paul Wing Wan
| Società | Posizione | Fine |
|---|---|---|
PI Financial Corp.
 PI Financial Corp. Investment Banks/BrokersFinance Ventum Financial Corp. is a full-service Investment Dealer headquartered in Vancouver, Canada. The firm was founded by Max Meier and John Eymann in 1982 as Pacific International Securities, Inc. They became PI Financial Corp. (PI) in 2007 and changed their name to Ventum Financial Corp. in 2024 as part of the process of amalgamation between PI and Echelon Wealth Partners, Inc., previously announced in March 2023. Ventum Financial provides expertise across a variety of growth sectors and delivers a full range of capital markets services, which include equity research, investment banking, advisory, and institutional sales and trading to mid-market corporate clients in Canada. They prioritize minimal market impact during superior trade execution. | Corporate Officer/Principal | - |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
PI Financial Corp.
PI Financial Corp. Investment Banks/BrokersFinance Ventum Financial Corp. is a full-service Investment Dealer headquartered in Vancouver, Canada. The firm was founded by Max Meier and John Eymann in 1982 as Pacific International Securities, Inc. They became PI Financial Corp. (PI) in 2007 and changed their name to Ventum Financial Corp. in 2024 as part of the process of amalgamation between PI and Echelon Wealth Partners, Inc., previously announced in March 2023. Ventum Financial provides expertise across a variety of growth sectors and delivers a full range of capital markets services, which include equity research, investment banking, advisory, and institutional sales and trading to mid-market corporate clients in Canada. They prioritize minimal market impact during superior trade execution. | Finance |
Leede Jones Gable, Inc.
Leede Jones Gable, Inc. Investment ManagersFinance Leede Jones Gable, Inc. is an independent, employee-owned investment management firm headquartered in Calgary, Canada. The firm was formed in 2015 as a result of the merger between Leede Financial Markets Inc. and Jones, Gable & Company Ltd., financial services firms founded in 1987 and 1965, respectively. Leede Jones Gable provides discretionary advisory and investment management services through investment advisors and portfolio managers across Canada. | Finance |
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- Paul Wing Wan
