AC

Alan Chow

Senior Portfolio Manager at MD Financial Management

Alan Chow, CFA, MBA, CFP, is a seasoned financial professional with extensive experience in portfolio management and financial planning. Currently serving as Senior Portfolio Manager at MD Physician Services since August 2011, Alan has a strong track record of managing assets for high net worth clients and developing comprehensive financial models to assist in retirement forecasting. Prior to this role, Alan worked as an Associate Portfolio Manager at Foyston, Gordon & Payne, where responsibilities included monitoring $800 million in assets and enhancing operational efficiencies. Educational qualifications include a BBA in Finance, an MBA in Strategic Management, and designations as a CFA and CFP.

Location

Toronto, Canada

Links


Org chart


Teams


Offices

This person is not in any offices


MD Financial Management

1 followers

MD Financial Management provides financial products and services, the MD Family of Funds and investment counselling services.


Industries

Headquarters

Ottawa, Canada

Employees

1,001-5,000

Links