John Lin, Cfa, Cfp
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John Lin, Cfa, Cfp Email & Phone Number

Senior Portfolio Manager at MD Financial Management | Gestion financière MD
Location: Vancouver, British Columbia, Canada 3 work roles 1 school
1 work email found @cma.ca LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@cma.ca
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Current company
MD Financial Management | Gestion financière MD
Role
Senior Portfolio Manager
Location
Vancouver, British Columbia, Canada
Company size
1163 employees

Who is John Lin, Cfa, Cfp? Overview

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Quick answer

John Lin, Cfa, Cfp is listed as Senior Portfolio Manager at MD Financial Management | Gestion financière MD, a with 1163 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a work email signal at cma.ca and a matched LinkedIn profile for John Lin, Cfa, Cfp.

John Lin, Cfa, Cfp previously worked as Premier Relationship Manager at Hsbc and Financial Advisor at Td. John Lin, Cfa, Cfp holds Bachelor Of Arts (Ba), Sociology from The University Of British Columbia.

Company email context

Email format at MD Financial Management | Gestion financière MD

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*@cma.ca
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AeroLeads found 1 current-domain work email signal for John Lin, Cfa, Cfp. Compare company email patterns before reaching out.

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Profile bio

About John Lin, Cfa, Cfp

Portfolio Manager at MD Private Investment Counsel providing discretionary investment management to a portfolio of high net worth physicians and their families.

Listed skills include Portfolio Management, Asset Management, Wealth Management, Financial Planning, and 14 others.

Current workplace

John Lin, Cfa, Cfp's current company

Company context helps verify the profile and gives searchers a useful next step.

MD Financial Management | Gestion financière MD
Md Financial Management | Gestion Financière Md
Senior Portfolio Manager
ottawa, ontario, canada
Website
cma.ca
Employees
1163
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Company profile
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3 roles

John Lin, Cfa, Cfp work experience

A career timeline built from the work history available for this profile.

Premier Relationship Manager

Hsbc

Vancouver, Canada Area

• Relationship manage over 400 high net worth and professional clients (including professional corporation, holding companies and family trusts)• Built current portfolio by acquiring professional clientele (lawyer, accountants, physicians, and engineers) and international high net worth business owners and investors• Provide customized holistic financial planning focusing on tax-efficient wealth management, retirement and education planning, and cash flow management• Implement customized investment management strategies through the use of proprietary mutual funds, pooled funds, CODs and brokerage accounts

May 2011 - May 2015

Financial Advisor

Td

Vancouver, Canada Area

• Provide investment management, mortgage and loan advice, and day-to-day solutions for high value clients• Successful in building referral relationships with Wealth partners, realtors, lawyers, and local business owners leading to increased sales• Acted as deputy branch manager and performed supervisory duties such as complaint handling, operational risk management, and provided coaching to branch staff

Jul 2008 - May 2011
Team & coworkers

Colleagues at MD Financial Management | Gestion financière MD

Other employees you can reach at cma.ca. View company contacts for 1163 employees →

EG Elizabeth Giami Elizabeth Giami Colleague at Md Financial Management | Gestion Financière MdMontreal, Quebec, Canada View → CC Cameron Chapman, Cpa, Cma Cameron Chapman, Cpa, Cma Colleague at Md Financial Management | Gestion Financière MdGreater Ottawa Metropolitan Area, Canada View → JK Jeremy Kini Jeremy Kini Colleague at Md Financial Management | Gestion Financière MdCanada View → NA Nicolas Attie Nicolas Attie Colleague at Md Financial Management | Gestion Financière MdLaval, Quebec, Canada View → NC Nicole Casavant Nicole Casavant Colleague at Md Financial Management | Gestion Financière MdGreater Edmonton Metropolitan Area, Canada View → JS Jessica Su Jessica Su Colleague at Md Financial Management | Gestion Financière MdCanada View → AM Audrey Mercier Pl. Fin. Audrey Mercier Pl. Fin. Colleague at Md Financial Management | Gestion Financière MdSherbrooke, Quebec, Canada View → FP Feng Ping Feng Ping Colleague at Md Financial Management | Gestion Financière MdCanada View → SC Sharonette Campbell, Csc ® Sharonette Campbell, Csc ® Colleague at Md Financial Management | Gestion Financière MdToronto, Ontario, Canada View → TK Troy Kennedy Troy Kennedy Colleague at Md Financial Management | Gestion Financière MdSault Ste. Marie, Ontario, Canada View →
1 education record

John Lin, Cfa, Cfp education

FAQ

Frequently asked questions about John Lin, Cfa, Cfp

Quick answers generated from the profile data available on this page.

What company does John Lin, Cfa, Cfp work for?

John Lin, Cfa, Cfp works for MD Financial Management | Gestion financière MD.

What is John Lin, Cfa, Cfp's role at MD Financial Management | Gestion financière MD?

John Lin, Cfa, Cfp is listed as Senior Portfolio Manager at MD Financial Management | Gestion financière MD.

What is John Lin, Cfa, Cfp's email address?

AeroLeads has found 1 work email signal at @cma.ca for John Lin, Cfa, Cfp at MD Financial Management | Gestion financière MD.

Where is John Lin, Cfa, Cfp based?

John Lin, Cfa, Cfp is based in Vancouver, British Columbia, Canada while working with MD Financial Management | Gestion financière MD.

What companies has John Lin, Cfa, Cfp worked for?

John Lin, Cfa, Cfp has worked for Md Financial Management | Gestion Financière Md, Hsbc, and Td.

Who are John Lin, Cfa, Cfp's colleagues at MD Financial Management | Gestion financière MD?

John Lin, Cfa, Cfp's colleagues at MD Financial Management | Gestion financière MD include Elizabeth Giami, Cameron Chapman, Cpa, Cma, Jeremy Kini, Nicolas Attie, and Nicole Casavant.

How can I contact John Lin, Cfa, Cfp?

You can use AeroLeads to view verified contact signals for John Lin, Cfa, Cfp at MD Financial Management | Gestion financière MD, including work email, phone, and LinkedIn data when available.

What schools did John Lin, Cfa, Cfp attend?

John Lin, Cfa, Cfp holds Bachelor Of Arts (Ba), Sociology from The University Of British Columbia.

What skills is John Lin, Cfa, Cfp known for?

John Lin, Cfa, Cfp is listed with skills including Portfolio Management, Asset Management, Wealth Management, Financial Planning, Financial Analysis, Equities, Fixed Income, and Financial Modeling.

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