Associate, Product Design And Regulatory Disclosure
Td Asset Management
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Ron Chan Email & Phone Number
Associate, Product Design and Regulatory Disclosure
at
TD Asset Management
1 work email found
@td.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
TD Asset Management
Role
Associate, Product Design and Regulatory Disclosure
Location
Toronto, Ontario, Canada
Who is Ron Chan? Overview
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Quick answer
Ron Chan is listed as Associate, Product Design and Regulatory Disclosure at TD Asset Management, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at td.com and a matched LinkedIn profile for Ron Chan.
Ron Chan previously worked as Associate, Product Design & Regulatory Disclosure at Td Asset Management and Co – Founder and Asset Allocation Analyst at Rmc Investment Club. Ron Chan holds Cfa Charter Pending: Passed All 3 Levels Of Examination On The First Attempt, Investments And Securities from Cfa Institute.
Company email context
Email format at TD Asset Management
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{first}.{last}@td.com
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Profile bio
About Ron Chan
A bright, dedicated and results-driven individual who passed all 3 levels of the CFA examination on the first attempt with: - Superior Financial Analysis and Asset Valuation knowledge- Strong understanding of financial and economical markets - Extensive knowledge of Excel and programming skills
Listed skills include Financial Analysis, Time Management, Organization, Communication Skills, and 18 others.
Current workplace
Ron Chan's current company
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Td Asset Management
5 roles
Ron Chan work experience
A career timeline built from the work history available for this profile.
Associate, Product Design & Regulatory Disclosure
Current
Td Asset Management
- Strong financial product knowledge including Equity, Fixed Income, Derivative (plain vanilla and hedging solutions), MM/FX and attention to detail to deliver financial results
- Analyze and manipulate large volume of portfolio rates of return and dollars with Excel to perform value-added data analysis and articulate implications for senior management and investors
- Replace and automate internal out-of-date VBA/Macros template to increase reports production by 70% in accordance with… Show more Strong financial product knowledge including Equity, Fixed Income, Derivative (plain.
- Replace and automate internal out-of-date VBA/Macros template to increase reports production by 70% in accordance with new regulatory changes
- Successfully completed Fall / Winter Amendment project by demonstrated strong knowledge of National Instrument 81-101, liaison with Legal, Audit, Risk Management and Financial Reporting to ensure key project milestone.
- Perform competitors analysis to determine the variances and seek new products revolving ideas within the mutual fund investment industry Show less
Apr 2013 - Present
Co – Founder And Asset Allocation Analyst
Rmc Investment Club
- Determine optimal asset allocation based on global financial markets and interest rate analysis
- Construct financial models to extensive analyze company based on fundamental factors
Sep 2012 - Jan 2015
Wealth Management Officer
Td Wealth Management
- Provide in-depth product knowledge and procedure inquiry to internal business partner and client
- Resolve front office’s outstanding issues by actively coordinating with operation department
- Conduct route cause analysis and propose initiatives solution to prevent future occurrence of identical deficiency
- Ensure client accounts are in compliance with KYC, AML and IIROC regulation in order to protect the potential risk to the business and refer it to appropriate management
Sep 2011 - Apr 2013
Junior Financial Analyst
- Worked within the financial reporting team to consolidate financial budget, cash flow forecast / analysis
- Revised and automated Expense Schedule to shorten reporting interval by 40%
- Ensured projected growth factors and cash flow analysis are accurate
- Prepare presentations and reports detailing three-year budgeting trend and key cost drivers
- Verified the team’s reports and metrics are recorded and align with GAPP regulation
- Maintain accounting models and… Show more Worked within the financial reporting team to consolidate financial budget, cash flow forecast / analysis
Nov 2010 - May 2011
4 education records
Ron Chan education
Cfa Charter Pending: Passed All 3 Levels Of Examination On The First Attempt, Investments And Securities
Cfa Institute
Bachelor Of Business Administration (B.B.A.), Finance Specialist
Complete Financial And Valuation Modeling Training, Financial Modeling
Wall Street Prep
Canadian Securities Course (Csc), Banking And Financial Support Services
Csi Global Education
FAQ
Frequently asked questions about Ron Chan
Quick answers generated from the profile data available on this page.
What company does Ron Chan work for?
Ron Chan works for TD Asset Management.
What is Ron Chan's role at TD Asset Management?
Ron Chan is listed as Associate, Product Design and Regulatory Disclosure at TD Asset Management.
What is Ron Chan's email address?
AeroLeads has found 1 work email signal at @td.com for Ron Chan at TD Asset Management.
Where is Ron Chan based?
Ron Chan is based in Toronto, Ontario, Canada while working with TD Asset Management.
What companies has Ron Chan worked for?
Ron Chan has worked for Td Asset Management, Rmc Investment Club, Td Wealth Management, and Baycrest.
How can I contact Ron Chan?
You can use AeroLeads to view verified contact signals for Ron Chan at TD Asset Management, including work email, phone, and LinkedIn data when available.
What schools did Ron Chan attend?
Ron Chan holds Cfa Charter Pending: Passed All 3 Levels Of Examination On The First Attempt, Investments And Securities from Cfa Institute.
What skills is Ron Chan known for?
Ron Chan is listed with skills including Financial Analysis, Time Management, Organization, Communication Skills, Financial Reporting, Financial Modeling, Managerial Finance, and Risk Management.
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