Lei Wan

Portfolio Manager-Equities at

CI Investments, Inc.

Finance

Consumer Services

Profile

Lei Wan currently works at CI Investments, Inc., as Vice President & Portfolio Manager from 2025.
Mr. Wan also formerly worked at AGF Investments, Inc., as Portfolio Manager from 2015 to 2025 and Highstreet Asset Management, Inc., as Senior Analyst from 2015 to 2024.
Mr. Wan received his graduate degree in 2012 from The University of Waterloo and undergraduate degree in 2010 from the University of Alberta.

Lei Wan active positions

Companies	Position	Start
CI Investments, Inc. CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing.	Portfolio Manager-Equities	2025-02-28

All active positions of Lei Wan

Former positions of Lei Wan

Companies	Position	End
AGF Investments, Inc. AGF Investments, Inc. Investment ManagersFinance AGFI offers a broad range of actively managed equity, fixed income, alternative and multi-asset strategies covering a spectrum of objectives from wealth accumulation and risk management to income-generating globally focused solutions. The firm typically employs an active approach to make investments in growth-oriented value stocks.	Portfolio Manager-Equities	2025-01-31
Highstreet Asset Management, Inc. Highstreet Asset Management, Inc. Investment ManagersFinance Highstreet Asset Management believes that stock market success can be achieved by consistently applying a disciplined, quantitative approach to investing. The firm employs a GVQ+RTM philosophy focusing on strong growth, value, quality and risk attributes.	Analyst-Equity	-

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Training of Lei Wan

Experiences
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Linked companies

Private companies	5
AGF Investments, Inc. AGF Investments, Inc. Investment ManagersFinance AGFI offers a broad range of actively managed equity, fixed income, alternative and multi-asset strategies covering a spectrum of objectives from wealth accumulation and risk management to income-generating globally focused solutions. The firm typically employs an active approach to make investments in growth-oriented value stocks.	Finance
CI Investments, Inc. CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing.	Finance
Highstreet Asset Management, Inc. Highstreet Asset Management, Inc. Investment ManagersFinance Highstreet Asset Management believes that stock market success can be achieved by consistently applying a disciplined, quantitative approach to investing. The firm employs a GVQ+RTM philosophy focusing on strong growth, value, quality and risk attributes.	Finance
University of Alberta University of Alberta Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The University of Waterloo The University of Waterloo Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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