Phoebe Chan 陈慧冰 Email & Phone Number

Phoebe is a long term investor who has personally invested in real estate, undeveloped land, mutual funds, stocks, options, future commodities and numerous exempt market products. With over a decade of investment experience, she knows what an investor is looking for as well as the challenges each one is facing in this environment of low interest rates and volatile market conditions. Prior to becoming a dealing representative, Phoebe spent over 9 years at her seafood import/export and distribution business in Canada. She has experience in starting up the business, sourcing, logistics, sales, and daily operation, so she knows how a general business operates and what crucial factors can make a successful business. She will look for these criteria when she picks her recommended products from Pinnacle shelf. Phoebe successfully sold her seafood business in 2008 with a profit.Phoebe’s goal is to assist her clients achieve their financial success by implementing clients’ portfolios with income producing private equities and growth potential exempt market investment options. Her strategy is to preserve her clients’ hard earned money while managing risk and generating great return for them. When it comes to investment, her interest is always aligned with her clients.

Listed skills include Customer Service, Risk Management, Investment Strategies, Wealth Management, and 17 others.

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  Douglas College

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