Founder And Ceo
Current- Financial planning- Life Insurance solutions for families and corporations
May 2013 - Present
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Celeste Xiaoda Wang, Cfa, Cfp Email & Phone Number
Portfolio Manager, Financial Advisor
at
Ivy Financial Ltd
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 100%
Current company
Role
Portfolio Manager, Financial Advisor
Location
Toronto, Ontario, Canada
Company size
Who is Celeste Xiaoda Wang, Cfa, Cfp? Overview
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Quick answer
Celeste Xiaoda Wang, Cfa, Cfp is listed as Portfolio Manager, Financial Advisor at Ivy Financial Ltd, a with 3 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Celeste Xiaoda Wang, Cfa, Cfp.
Celeste Xiaoda Wang, Cfa, Cfp previously worked as Founder and CEO at Ivy Financial Ltd and Portfolio Manager at Regulus Capital Management Inc.. Celeste Xiaoda Wang, Cfa, Cfp holds Bachelor Of Arts (B.A.), Mathematics, Graduated With 1St Class Honours from University Of Oxford.
Company email context
Email format at Ivy Financial Ltd
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Ivy Financial Ltd
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Profile bio
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).
Listed skills include Mathematics, Financial Advisory, Powerpoint, Public Speaking, and 16 others.
Current workplace
Celeste Xiaoda Wang, Cfa, Cfp's current company
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Ivy Financial Ltd
4 roles
Celeste Xiaoda Wang, Cfa, Cfp work experience
A career timeline built from the work history available for this profile.
Portfolio Manager
CurrentPortfolio Manager of Regulus-Ivy High Quality Growth Equity Strategy
Aug 2019 - Present
President, Investment Manager
Gold Pulse Investment Co.
Managing public and private equity investments for select high net worth clients.
May 2009 - Apr 2011
Equities Derivatives Trading
Managing equity derivatives trading book. Pricing, trading and hedging structured products on European equities indices.
Jul 2007 - May 2009
2 education records
Celeste Xiaoda Wang, Cfa, Cfp education
Bachelor Of Arts (B.A.), Mathematics, Graduated With 1St Class Honours
A-Levels, Maths A, Further Maths A, Physics A, Economics A
Millfield School, Uk.
FAQ
Frequently asked questions about Celeste Xiaoda Wang, Cfa, Cfp
Quick answers generated from the profile data available on this page.
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 Ivy Financial Ltd?
Celeste Xiaoda Wang, Cfa, Cfp is listed as Portfolio Manager, Financial Advisor at Ivy Financial Ltd.
Where is Celeste Xiaoda Wang, Cfa, Cfp based?
Celeste Xiaoda Wang, Cfa, Cfp is based in Toronto, Ontario, Canada while working with Ivy Financial Ltd.
What companies has Celeste Xiaoda Wang, Cfa, Cfp worked for?
Celeste Xiaoda Wang, Cfa, Cfp has worked for Ivy Financial Ltd, Regulus Capital Management Inc., Gold Pulse Investment Co., and Ubs Investment Bank.
Who are Celeste Xiaoda Wang, Cfa, Cfp's colleagues at Ivy Financial Ltd?
Celeste Xiaoda Wang, Cfa, Cfp's colleagues at Ivy Financial Ltd include Helen Xu and Stacey Chen.
How can I contact Celeste Xiaoda Wang, Cfa, Cfp?
You can use AeroLeads to view verified contact signals for Celeste Xiaoda Wang, Cfa, Cfp at Ivy Financial Ltd, including work email, phone, and LinkedIn data when available.
What schools did Celeste Xiaoda Wang, Cfa, Cfp attend?
Celeste Xiaoda Wang, Cfa, Cfp holds Bachelor Of Arts (B.A.), Mathematics, Graduated With 1St Class Honours from University Of Oxford.
What skills is Celeste Xiaoda Wang, Cfa, Cfp known for?
Celeste Xiaoda Wang, Cfa, Cfp is listed with skills including Mathematics, Financial Advisory, Powerpoint, Public Speaking, Windows, Retirement Planning, Teaching, and Portfolio Management.
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