Ellen Chui Cfa, Cim

Ellen Chui, CFA, CIM has a diverse work experience spanning multiple roles and companies. Ellen started their career in 2007 at TD, where they worked as a Financial Advisor and Manager of Customer Service. In these roles, they provided banking solutions to clients, analyzed financial statements, and actively participated in branch and community events. Ellen was recognized as the top Mutual Fund Advisor in their district during a specific campaign.

In 2011, Ellen joined Macquarie Group as an Investment Services Associate, before moving to Connor, Clark & Lunn Financial Group (CC&L) in 2013. At CC&L, they held various positions including Portfolio Operations Specialist, Senior Portfolio Operations Specialist, Team Leader of Portfolio Operations Specialists, and most recently, Head of Pooled Funds as of September 2019.

Throughout their career, Ellen has demonstrated expertise in portfolio operations and has achieved the professional designations of CFA and CIM.

Ellen Chui, CFA, CIM, obtained a Bachelor of Commerce (B.Com.) with Honours in Finance from The University of British Columbia, where they studied from 2003 to 2007. Additionally, they have completed several certifications to further enhance their knowledge and expertise in the financial sector. Ellen obtained the Chartered Financial Analyst (CFA) designation from the CFA Institute in October 2013. Ellen also received the Chartered Investment Manager (CIM) certification from the Canadian Securities Institute in April 2019. Furthermore, Ellen achieved a Certificate in Advanced Investment Advice from the Canadian Securities Institute (CSI) in May 2017.