Celeste Xiaoda Wang, Cfa, Cfp

Celeste Xiaoda Wang, Cfa, Cfp Email and Phone Number

Portfolio Manager, Financial Advisor @ Ivy Financial Ltd
toronto, ontario, canada
Celeste Xiaoda Wang, Cfa, Cfp's Location
Toronto, Ontario, Canada, Canada
About Celeste Xiaoda Wang, Cfa, Cfp

Founder of Ivy Financial - specialize in wealth and insurance solutions for professionals, high net worth families and Canadian businesses.Experienced Portfolio Manager with 10 years experience in the financial industry. B.A. Mathematics degree from University of Oxford. Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP).

Celeste Xiaoda Wang, Cfa, Cfp's Current Company Details
Ivy Financial Ltd

Ivy Financial Ltd

View
Portfolio Manager, Financial Advisor
toronto, ontario, canada
Website:
ivyfinancial.ca
Employees:
3
Celeste Xiaoda Wang, Cfa, Cfp Work Experience Details
  • Ivy Financial Ltd
    Founder And Ceo
    Ivy Financial Ltd May 2013 - Present
    Unit 200, 336 Sheppard Ave E. Toronto. On. M2N 3A4
    - Financial planning- Life Insurance solutions for families and corporations
    View
  • Regulus Capital Management Inc.
    Portfolio Manager
    Regulus Capital Management Inc. Aug 2019 - Present
    Toronto, Ontario, Canada
    Portfolio Manager of Regulus-Ivy High Quality Growth Equity Strategy
    View
  • Gold Pulse Investment Co.
    President, Investment Manager
    Gold Pulse Investment Co. May 2009 - Apr 2011
    China
    Managing public and private equity investments for select high net worth clients.
  • Ubs Investment Bank
    Equities Derivatives Trading
    Ubs Investment Bank Jul 2007 - May 2009
    London, Uk
    Managing equity derivatives trading book. Pricing, trading and hedging structured products on European equities indices.
    View

Celeste Xiaoda Wang, Cfa, Cfp Skills

Mathematics Financial Advisory Powerpoint Public Speaking Windows Retirement Planning Teaching Portfolio Management Financial Modeling English Finance Equities Outlook Microsoft Office Microsoft Word Microsoft Excel Risk Management Financial Analysis Research Structured Products

Celeste Xiaoda Wang, Cfa, Cfp Education Details

Frequently Asked Questions about Celeste Xiaoda Wang, Cfa, Cfp

What company does Celeste Xiaoda Wang, Cfa, Cfp work for?

Celeste Xiaoda Wang, Cfa, Cfp works for Ivy Financial Ltd

What is Celeste Xiaoda Wang, Cfa, Cfp's role at the current company?

Celeste Xiaoda Wang, Cfa, Cfp's current role is Portfolio Manager, Financial Advisor.

What schools did Celeste Xiaoda Wang, Cfa, Cfp attend?

Celeste Xiaoda Wang, Cfa, Cfp attended University Of Oxford, Millfield School, Uk..

What skills is Celeste Xiaoda Wang, Cfa, Cfp known for?

Celeste Xiaoda Wang, Cfa, Cfp has skills like Mathematics, Financial Advisory, Powerpoint, Public Speaking, Windows, Retirement Planning, Teaching, Portfolio Management, Financial Modeling, English, Finance, Equities.

Who are Celeste Xiaoda Wang, Cfa, Cfp's colleagues?

Celeste Xiaoda Wang, Cfa, Cfp's colleagues are Stacey Chen, Helen Xu.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.