Martin Chan B.Sc.
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Martin Chan B.Sc. Email & Phone Number

Portfolio Associate at BMO Private Wealth
Location: Greater Toronto Area, Canada 7 work roles 1 school
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Role
Portfolio Associate
Location
Greater Toronto Area, Canada

Who is Martin Chan B.Sc.? Overview

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Quick answer

Martin Chan B.Sc. is listed as Portfolio Associate at BMO Private Wealth, based in Greater Toronto Area, Canada. AeroLeads shows a matched LinkedIn profile for Martin Chan B.Sc..

Martin Chan B.Sc. previously worked as 5 Star Senior Investment Specialist, BMO Investorline at Bmo Wealth Management - Canada and Investment Specialist, BMO Investorline at Bmo Wealth Management - Canada. Martin Chan B.Sc. holds Bachelor Of Science - Bs, Honours Life Science from Mcmaster University.

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Email format at BMO Private Wealth

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BMO Private Wealth

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Profile bio

About Martin Chan B.Sc.

A results-oriented Project Coordinator with an owner oriented mindset in a high tech business environment. •3+ years of experience working with excel tables using pivot tables to create visualizations and model data for analysis, invoicing, budget management and forecast.•Maintain and drive project artifacts (project logs, budget spend, schedules) for end of year audit.•Strong communication and analytical skills doing presentation to stakeholders and business partners.

Current workplace

Martin Chan B.Sc.'s current company

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BMO Private Wealth
Bmo Private Wealth
Portfolio Associate
Toronto, ON, CA
AeroLeads page
7 roles

Martin Chan B.Sc. work experience

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

Co-Founder - Equities Day Trader

Exoforte Inc.

Toronto, Ontario, Canada

YTD win rate of 80% on trades using stats based agile method to continuously improve trading methodology.-Review financial statements and trading activity reports, and other performance data to measure profit and loss and establish new goal achievements.-Very knowledgeable in most aspects of world trade in financial, forex and equity markets.-Team player, working via Skype and trade-ideas with likeminded traders in Canada, United States, England, Australia.

Jan 2021 - Feb 2023

Co-Founder - Chief Everything Officer

Homewareproject

Toronto, Canada Area

Created a dropshipping Shopify Store from End-to-End including designing, coding and setting up the website, coming up with a product and marketing strategy and negotiating with suppliers to meeting consumer market demands.Front-End Developer- Designed two websites - HomewareProject.com and Exoforte.com to maximize ease of use for consumers.- Modified front-end using Shopify's Liquid coding language and HTMLMarketing Manager- Conducted multiple advertising campaigns through Facebook and Instagram- Leveraged vendors to create different ads and videos to directly market to consumers within different niche.- Competent with A/B test to determine which ad campaign can maximize product sales.-Actively monitor Campaign KPI's including Conversion Rate, Cost per Click, Return on Ad Spend (ROAS), Click Through Rate and adjust strategy as needed.Project Coordination-Actively led the planning, executing, controlling and closing projects through comprehensive and relevant project reporting.-Complete weekly Schedule Variance reports & Project Status Reports and Scorecards. Prepare bi-weekly Project Update Package, including project status report, financial and resource summaries and project risks/issues and action items. -Conducted “what if” scenarios on budget, resources and schedules to recover any slippages.-Raise and track issues and conflicts, removes barriers, resolves minor project issues and escalate them to stakeholders when required.

Mar 2020 - Feb 2021

Sales Associate

Markham, Ontario, Canada

Excelled within a service-oriented company, demonstrating a talent for communicating effectively with customers from diverse backgrounds. -Drove sales through up selling products based on customers past purchases and preferences.-Ensured excellent customer service using strong interpersonal and verbal communication skills to meet customers’ needs for a memorable experience. Processes efficient customer transactions— including sales, refunds, credits— following retail policies and procedures.-Verifying and receiving all inbound inventory, including unpacking, stocking, and tracking inventory.-Assisted in the set up and operation of special events to promote Swarovski products.

May 2019 - Jan 2021
1 education record

Martin Chan B.Sc. education

FAQ

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What company does Martin Chan B.Sc. work for?

Martin Chan B.Sc. works for BMO Private Wealth.

What is Martin Chan B.Sc.'s role at BMO Private Wealth?

Martin Chan B.Sc. is listed as Portfolio Associate at BMO Private Wealth.

Where is Martin Chan B.Sc. based?

Martin Chan B.Sc. is based in Greater Toronto Area, Canada while working with BMO Private Wealth.

What companies has Martin Chan B.Sc. worked for?

Martin Chan B.Sc. has worked for Bmo Private Wealth, Bmo Wealth Management - Canada, Exoforte Inc., Homewareproject, and Swarovski.

How can I contact Martin Chan B.Sc.?

You can use AeroLeads to view verified contact signals for Martin Chan B.Sc. at BMO Private Wealth, including work email, phone, and LinkedIn data when available.

What schools did Martin Chan B.Sc. attend?

Martin Chan B.Sc. holds Bachelor Of Science - Bs, Honours Life Science from Mcmaster University.

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