Su-Fen Chen

Su-Fen Chen possesses extensive experience in financial services, currently serving as a Mutual Fund Representative at Worldsource Wealth Management and a Relationship Manager at Coast Capital Savings since January 2017. Su-Fen Chen emphasizes helping clients achieve financial goals through personalized financial services and education on effective investment strategies. Previous roles include Financial Services Manager at BMO Financial Group, where responsibilities encompassed personal and small business banking services, and Financial Service Representative at TD, showcasing a strong foundation in financial management. Early career experience features a diverse background in retail and hospitality management, including a role as Retail Sales Manager and Purchaser at Italia Plus Fine Furniture and ownership of Ricco Cafe. Su-Fen Chen holds a Certificate of Mutual Fund Sales from the Investment Funds Institute of Canada and has completed studies at the British Columbia Institute of Technology.