Educators Financial Group
May Chan, CPA, CMA, is a seasoned financial professional with extensive experience in corporate accounting and financial analysis. Currently serving as a Financial Analyst in Corporate Accounting at Educators Financial Group since November 2020, May has previously held positions such as General Accountant at Comtech Group and Financial Analyst at Educators Financial Group. Earlier experience includes roles as Senior Accounting Officer at Scotia Asset Management L.P. and Senior Investment Manager Representative at State Street. May's educational background includes certifications from the Certified Management Accountants of Ontario and CFA Institute, as well as a Canadian Securities Course from the Canadian Securities Institute. May also holds an Accounting-Finance Certificate from Ryerson University and a B.Sc. in Computer Science from the University of Toronto - University College.
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Educators Financial Group
If genuine understanding can only come from experience, then at Educators Financial Group, we’re proud to say we’ve been living and breathing the world of the education community since 1975 Owned by the Ontario Secondary School Teachers' Federation (OSSTF), Educators Financial Group administers more than $1 billion in assets for over 18,500 clients across all OTF (Ontario Teachers’ Federation) affiliates. We offer comprehensive financial planning and a wide selection of investing and lending products and services (including lower investment fees and mortgage rates, plus a range of educator-specific financial literacy resources) geared exclusively towards Ontario education members and their families. Whether you need expert advice on pension income maximization, planning your 4 over 5, summer cash flow challenges, how to minimize tax on gratuities, or any other educator-specific topic – we can answer your question and, more importantly, help you to achieve your financial goals. Brokerage license #12185 Follow us: Facebook: Educators Financial Group X: @EducatorsFG Instagram: @EducatorsFG Sign up for eNews, our electronic newsletter: EducatorsFinancialGroup.ca/eNews