Profile
Scott Chan worked as an Investment Specialist at Bank of Montreal from 2003 to 2004, a Product Specialist at CI Investments, Inc. from 2000 to 2003, an Investment Analyst at Acuity Investment Management, Inc., an Equity Analyst at M Partners, Inc. from 2009 to 2010, and an Analyst at Canaccord Genuity Corp.
from 2010 to 2023.
He earned an undergraduate degree from the University of Western Ontario in 2000 and an MBA from Concordia University in 2007.
Former positions of Scott Chan
| Companies | Position | End |
|---|---|---|
Canaccord Genuity Corp.
 Canaccord Genuity Corp. Investment Banks/BrokersFinance Canaccord Genuity Corp. (CGC) is the broker/dealer subsidiary of Canaccord Genuity Group, Inc., (TSE: CF; OTCMKTS: CCORF) in Canada. The firm was founded in 2010 and is locally known as Financière Canaccord ltée. Headquartered in Vancouver, CGC offers corporate and institutional clients with versatile and responsive sales and execution services that range from Institutional Equities and International Equities to Electronic Trading and Fixed Income. Their sales & trading team execution capabilities encompass a wide range of products and services such as Equities, ADR’s, OTC, ETF’s, Fixed Income, Options, Preferreds, Investment Companies. | Director of Research - Equity | 2023-07-31 |
M Partners, Inc.
 M Partners, Inc. Investment Banks/BrokersFinance M Partners, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded by Thomas S. Kofman in 2005 and was acquired by Research Capital Corp. in 2023. M Partners serves a global list of clients worldwide, working in research, trading and advisory. The firm is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and trades under broker number 97. M Partners is a participating member of the Toronto Stock Exchange (TSX), The TSX Venture Exchange (TSXV), and the Canadian Investor Protection Fund (CIPF). | Analyst-Equity | - |
Acuity Investment Management, Inc.
 Acuity Investment Management, Inc. Investment ManagersFinance Founded in 1990, Acuity Investment Management, Inc. is a mutual fund manager located in Toronto, Ontario. The firm is a subsidiary of AGF Management Ltd. (Toronto: AGF-B.TO), a Toronto-based integrated, global wealth management firm. Acuity Investment Management provides discretionary investment management services to behalf of high net-worth individuals, pension funds and the Acuity family of mutual funds. | Analyst-Equity | 2008-11-29 |
| BANK OF MONTREAL | Corporate Officer/Principal | 2004-01-31 |
CI Investments, Inc.
 CI Investments, Inc. Investment ManagersFinance CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds. | Corporate Officer/Principal | - |
Training of Scott Chan
| Concordia University | Masters Business Admin |
| University of Western Ontario | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| BANK OF MONTREAL | Finance |
| Private companies | 4 |
|---|---|
Acuity Investment Management, Inc.
Acuity Investment Management, Inc. Investment ManagersFinance Founded in 1990, Acuity Investment Management, Inc. is a mutual fund manager located in Toronto, Ontario. The firm is a subsidiary of AGF Management Ltd. (Toronto: AGF-B.TO), a Toronto-based integrated, global wealth management firm. Acuity Investment Management provides discretionary investment management services to behalf of high net-worth individuals, pension funds and the Acuity family of mutual funds. | Finance |
Canaccord Genuity Corp.
Canaccord Genuity Corp. Investment Banks/BrokersFinance Canaccord Genuity Corp. (CGC) is the broker/dealer subsidiary of Canaccord Genuity Group, Inc., (TSE: CF; OTCMKTS: CCORF) in Canada. The firm was founded in 2010 and is locally known as Financière Canaccord ltée. Headquartered in Vancouver, CGC offers corporate and institutional clients with versatile and responsive sales and execution services that range from Institutional Equities and International Equities to Electronic Trading and Fixed Income. Their sales & trading team execution capabilities encompass a wide range of products and services such as Equities, ADR’s, OTC, ETF’s, Fixed Income, Options, Preferreds, Investment Companies. | Finance |
M Partners, Inc.
M Partners, Inc. Investment Banks/BrokersFinance M Partners, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded by Thomas S. Kofman in 2005 and was acquired by Research Capital Corp. in 2023. M Partners serves a global list of clients worldwide, working in research, trading and advisory. The firm is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and trades under broker number 97. M Partners is a participating member of the Toronto Stock Exchange (TSX), The TSX Venture Exchange (TSXV), and the Canadian Investor Protection Fund (CIPF). | Finance |
CI Investments, Inc.
CI Investments, Inc. Investment ManagersFinance CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds. | Finance |
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