
Derek Chan, CFA, CPA, CGA
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Derek is a portfolio manager with the fundamental equity team, responsible for fundamental equity strategies. Previously, he was a manager for US Capital Management and, before that, he was a senior financial analyst for Manulife Financial. Prior to joining the firm, he was an intermediate investment accountant with Aegon Canada/Transamerica. Derek holds the Chartered Financial Analyst, Chartered Professional Accountant, and Certified General Accountant designations.
Education: M.B.A., Schulich School of Business; B.Com., Finance, University of Toronto
Joined the company: 2011
Began career: 2008