Jenny Wan
Portfolio Manager-Fixed Income at Mackenzie Financial Corp.
Profile
Ms. Jenny Wan is a Portfolio Manager at Mackenzie Financial Corp.
She oversees fixed-income portfolio management and bond analytics across a variety of Canadian investment-grade portfolios.
Ms. Wan was employed as a Fixed Income Trader by Laketon Investment Management and a Manager of Fixed Income by Portico Investment Management.
She received her undergraduate degree from The University of Waterloo.
Jenny Wan active positions
Companies | Position | Start |
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Mackenzie Financial Corp.
Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Portfolio Manager-Fixed Income | 2020-12-31 |
Former positions of Jenny Wan
Companies | Position | End |
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Portico Investment Management
Portico Investment Management Investment ManagersFinance Portico Investment Management (Portico) is a Canadian investment advisor headquartered in London, Ontario. The firm is a subsidiary of GLC Asset Management Group Ltd., ultimately owned by Power Financial Corp. of Canada (TSE: POW). In 2011, Great-West Life, London Life and Canada Life brought together three Canadian investment management subsidiaries under the umbrella of a new Canadian investment management subsidiary, GLC Asset Management Group Ltd. These divisions included GWL Investment Management, London Capital Management and Laketon Investment Management. In 2012, Portico was founded as GLC's fixed income investment management division. | Analyst-Fixed Income | 2020-12-31 |
Laketon Investment Management
Laketon Investment Management Investment ManagersFinance Laketon Investment Management is an investment advisor located in Toronto, Ontario. The firm is a division of GLC Asset Management Group Ltd. (GLC), itself a subsidiary of The Great-West Life Assurance Co., which is, in turn, a subsidiary of Great-West Life Co., Inc. Their ultimate parent is Power Financial Corp. of Canada (TSE: POW). In 2011, Great-West Life, London Life and Canada Life brought together three Canadian investment management subsidiaries under the umbrella of a new Canadian investment management subsidiary, GLC Asset Management Group Ltd. In 2012, These divisions include GWL Investment Management, London Capital Management and Laketon Investment Management. In 2012, Portico Investment Management was established as GLC's fixed income investment management division. GLC manages money for pension plans, endowments, group and individual retirement plans, institutional and high net worth clients, on behalf of some of the largest corporations in Canada. | Trading-Fixed Income | - |
Training of Jenny Wan
The University of Waterloo | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Laketon Investment Management
Laketon Investment Management Investment ManagersFinance Laketon Investment Management is an investment advisor located in Toronto, Ontario. The firm is a division of GLC Asset Management Group Ltd. (GLC), itself a subsidiary of The Great-West Life Assurance Co., which is, in turn, a subsidiary of Great-West Life Co., Inc. Their ultimate parent is Power Financial Corp. of Canada (TSE: POW). In 2011, Great-West Life, London Life and Canada Life brought together three Canadian investment management subsidiaries under the umbrella of a new Canadian investment management subsidiary, GLC Asset Management Group Ltd. In 2012, These divisions include GWL Investment Management, London Capital Management and Laketon Investment Management. In 2012, Portico Investment Management was established as GLC's fixed income investment management division. GLC manages money for pension plans, endowments, group and individual retirement plans, institutional and high net worth clients, on behalf of some of the largest corporations in Canada. | Finance |
Portico Investment Management
Portico Investment Management Investment ManagersFinance Portico Investment Management (Portico) is a Canadian investment advisor headquartered in London, Ontario. The firm is a subsidiary of GLC Asset Management Group Ltd., ultimately owned by Power Financial Corp. of Canada (TSE: POW). In 2011, Great-West Life, London Life and Canada Life brought together three Canadian investment management subsidiaries under the umbrella of a new Canadian investment management subsidiary, GLC Asset Management Group Ltd. These divisions included GWL Investment Management, London Capital Management and Laketon Investment Management. In 2012, Portico was founded as GLC's fixed income investment management division. | Finance |
Mackenzie Financial Corp.
Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Finance |
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