Dennis Wan, CFA, CFP, CGA – Portfolio Manager

Portfolio Manager Dennis Wan joined the Pacific Spirit Investment Management team in August 1999.  He holds designations as a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and a Certified General Accountant (CGA).

Prior to joining the team, he was a tax compliance accountant with Price Waterhouse-Coopers in Surrey, Canada and a tax consultant in the Hong Kong office of KPMG. His volunteer experience includes 10 years of offering advice at tax clinics for seniors, and assistance as an exam invigilator for the Certified General Accountant Association of BC.