Tim W. H. Chan

Biography

Tim Chan began his investment career in 1985 after graduating from the University of British Columbia (UBC) with a Bachelor of Commerce degree. During his most recent position, Tim provided discretionary investment counseling services to high net worth clients, from 1996 until his retirement in 2011, at Phillips, Hager & North Investment Management Ltd. (PH&N) (subsequently purchased by the Royal Bank of Canada, Foundation and Trusts). Tim excelled at maintaining client relationships by determining investment goals and objectives aligned with individual client risk profiles. This included the design, implementation, monitoring and communication of strategic investment policies and guidelines. Prior to PH&N, Tim was a Portfolio Manager at Royal Trust Corporation (1990-1995) and was responsible for providing portfolio management to Estate, Trust and Investment Management accounts. Tim obtained his Chartered Financial Analyst (CFA) designation in 1992 and maintains an interest in the economic and capital markets. Tim Chan began his investment career in 1985 after graduating from the University of British Columbia (UBC) with a Bachelor of Commerce degree. During his most recent position, Tim provided discretionary investment counseling services to high net worth clients, from 1996 until his retirement in 2011, at Phillips, Hager & North Investment Management Ltd. (PH&N) (subsequently purchased by the Royal Bank of Canada, Foundation and Trusts). Tim excelled at maintaining client relationships by determining investment goals and objectives aligned with individual client risk profiles. This included the design, implementation, monitoring and communication of strategic investment policies and guidelines. Prior to PH&N, Tim was a Portfolio Manager at Royal Trust Corporation (1990-1995) and was responsible for providing portfolio management to Estate, Trust and Investment Management accounts. Tim obtained his Chartered Financial Analyst (CFA) designation in 1992 and maintains an interest in the economic and capital markets.

Research Interest

Trust and Investment Management accounts.