Shan brings a global perspective to his work as a portfolio manager. His career has included a stint at the Bank of China. This background in global finance helps to deliver fully diversified and truly international investment solutions.
Shan’s team focuses on the day-to-day management of clients’ portfolios so they can stay focused on other priorities in their lives. By carefully structuring and managing investment portfolios to meet each client’s unique needs, the team provides the highest level of professional and personalized expertise.
Shan recently joined RBC Dominion Securities, although his financial services career began in the mid-1990s. Prior to joining RBC DS, he was a Portfolio Manager focusing on developing individual solutions to meet high net worth client’s investment, and retirement and estate planning needs.
Shan earned his MBA from Schulich School of Business with a focus on financial services and entrepreneurship. Hs also holds a Chartered Financial Analyst (CFA) designation- a respected and recognized investment credential worldwide. Earning a CFA designation involves completing a graduate-level curriculum with a rigorous focus on real world investment analysis and portfolio management. It also emphasizes the highest ethical and professional standards.
In a personal note, Shan is married with two children. He enjoys running and golfing and is a wine lover who has studied with the International Sommelier Guild.