John Bai

John Bai has extensive experience in the financial industry, specializing in investment strategy, client experience transformation, and wealth management. John is currently serving as the Chief Investment Officer at Aviso Wealth, where they oversee investment and portfolio construction processes. Prior to this, they held positions such as Managing Director at Scotia Wealth Management, where they focused on digital transformation and creating a seamless client journey. John also served as the Senior Vice President of Wealth Management Strategy at HollisWealth, leading product, research, and wealth management strategies. John has also held positions at TD Waterhouse and Merrill Lynch Canada, where they were responsible for research marketing and managed investment solutions.

John Bai attended the University of Toronto, where they obtained a Bachelor of Commerce degree in Finance and Economics. John also earned a Chartered Financial Analyst (CFA) certification from the CFA Institute in 1996.