Winnee Zhan
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Winnee Zhan Email & Phone Number

Product Support Specialist at Fidelity Canada
Location: Toronto, Ontario, Canada 9 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 100%

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Current company
Fidelity Canada
Role
Product Support Specialist
Location
Toronto, Ontario, Canada
Company size
1806 employees

Who is Winnee Zhan? Overview

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Quick answer

Winnee Zhan is listed as Product Support Specialist at Fidelity Canada, a company with 1806 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Winnee Zhan.

Winnee Zhan previously worked as Student, Total Fund Investment Strategy at Alberta Investment Management Corporation (Aimco) and Quant Team Lead at Ted Rogers Sales & Trading (Trst). Winnee Zhan holds Honours Bachelor Of Science - Bsc (Hons), Financial Mathematics from Toronto Metropolitan University.

Company email context

Email format at Fidelity Canada

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Fidelity Canada

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Profile bio

About Winnee Zhan

As a co-op student pursuing a BSc (Hons) in Financial Mathematics at TMU, I'm passionate about mathematics and finance and am eager to apply my quantitative skills to solve real-world problems in the investment sector. Most recently, I was an Intern Analyst at Canada Pension Plan Investment Board, supporting the Strategic Portfolio Design team in constructing and enhancing the total fund’s top-of-house portfolio. I also lead the quant team at TRST, a student-run organization that provides training and education in various areas of Quantitative Finance.I value lifelong learning and I seek opportunities to add value through the work that I do. Always happy to connect and chat.

Listed skills include Cantonese, Mandarin, Mathematics, Communication, and 9 others.

Current workplace

Winnee Zhan's current company

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Fidelity Canada
Fidelity Canada
Product Support Specialist
Toronto, ON, CA
Website
fidelity.ca
Employees
1806
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Company profile
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9 roles

Winnee Zhan work experience

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

Intern Analyst | Strategic Portfolio Design

Cpp Investments | Investissements Rpc

Toronto

Strategic Portfolio Design - Portfolio Design & Construction - Total Fund Management

Sep 2023 - Dec 2023

Intern Analyst | Quantitative Models

Cpp Investments | Investissements Rpc

Toronto, Ontario, Canada

Quantitative Models - Applied Research & Models - Total Fund Management

May 2023 - Sep 2023

Intern Analyst | Balancing Portfolio Implementation

Cpp Investments | Investissements Rpc

Toronto, Ontario, Canada

Balancing Portfolio Implementation - Exposure, Liquidity, Leverage Management - Total Fund Management

Jan 2023 - Apr 2023

Intern Analyst | Equities Trading

Cpp Investments | Investissements Rpc

Toronto, Ontario, Canada

Equities Trading - Total Fund ManagementPlaced 1st out of 16 teams in the Intern Case Competition

May 2022 - Aug 2022

Personal Banker

Hsbc

Maple, Ontario, Canada

At HSBC, I educated clients about HSBC's domestic and international products and services best suited to their financial needs. I referred clients to HSBC's various lines of businesses, assisting colleagues to close sales of CAD 100k+. I performed transactions ranging up to CAD 100k+ and cultivated an inclusive multi-nation client experience by providing.

May 2021 - Oct 2021
Team & coworkers

Colleagues at Fidelity Canada

Other employees you can reach at fidelity.ca. View company contacts for 1806 employees →

GV Gaurav Vasudeva Gaurav Vasudeva Colleague at Fidelity Canada Toronto, Ontario, Canada, Canada View → FA Fatima Afroze Fatima Afroze Colleague at Fidelity Canada Calgary, Alberta, Canada, Canada View → NG Naomi Gebereyesus Naomi Gebereyesus Colleague at Fidelity Canada Greater Toronto Area, Canada, Canada View → MA Manisha Agarwal Manisha Agarwal Colleague at Fidelity Canada Greater Toronto Area, Canada, Canada View → OH Owen Hoogeveen Owen Hoogeveen Colleague at Fidelity Canada Greater Toronto Area, Canada, Canada View → TL Tamara-Kim Lemay Tamara-Kim Lemay Colleague at Fidelity Canada Montreal, Quebec, Canada, Canada View → MP Martin Pitts Martin Pitts Colleague at Fidelity Canada Greater Toronto Area, Canada, Canada View → CG Christian Ghezzi Christian Ghezzi Colleague at Fidelity Canada Canada, Canada View → SL Scott L. Wilson, Cpa, Cma, Cfa Scott L. Wilson, Cpa, Cma, Cfa Colleague at Fidelity Canada Toronto, Ontario, Canada, Canada View → VS Vishnu Sankar Vishnu Sankar Colleague at Fidelity Canada Scarborough, Ontario, Canada, Canada View →
2 education records

Winnee Zhan education

Honours Bachelor Of Science - Bsc (Hons), Financial Mathematics

Toronto Metropolitan University

Activities and Societies: Women in Mathematics, DataWorks - Python Stream, Career Builder Program - Scotiabank Cohort, Tri-mentoring.

Ossd, Graduation Average: 96.5%

Alexander Mackenzie High School

Activities and Societies: Dance ARTS Program, Athletic Council, Girls' Volleyball Team, Varsity Co-ed Volleyball Team, Varsity Ultimate.

FAQ

Frequently asked questions about Winnee Zhan

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

What company does Winnee Zhan work for?

Winnee Zhan works for Fidelity Canada.

What is Winnee Zhan's role at Fidelity Canada?

Winnee Zhan is listed as Product Support Specialist at Fidelity Canada.

Where is Winnee Zhan based?

Winnee Zhan is based in Toronto, Ontario, Canada while working with Fidelity Canada.

What companies has Winnee Zhan worked for?

Winnee Zhan has worked for Fidelity Canada, Alberta Investment Management Corporation (Aimco), Ted Rogers Sales & Trading (Trst), Women In Mathematics Tmu, and Cpp Investments | Investissements Rpc.

Who are Winnee Zhan's colleagues at Fidelity Canada?

Winnee Zhan's colleagues at Fidelity Canada include Gaurav Vasudeva, Fatima Afroze, Naomi Gebereyesus, Manisha Agarwal, and Owen Hoogeveen.

How can I contact Winnee Zhan?

You can use AeroLeads to view verified contact signals for Winnee Zhan at Fidelity Canada, including work email, phone, and LinkedIn data when available.

What schools did Winnee Zhan attend?

Winnee Zhan holds Honours Bachelor Of Science - Bsc (Hons), Financial Mathematics from Toronto Metropolitan University.

What skills is Winnee Zhan known for?

Winnee Zhan is listed with skills including Cantonese, Mandarin, Mathematics, Communication, Social Media, Organization Skills, Project Management, and Email Management.

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