Working Together For Financial Independence
Eric Chin joined Leede Jones Gable with Paul Wan in 2011. Previously, he worked as a Research Associate at a leading institutional finance firm covering the Mining and Technology sectors. Eric is a graduate from the Sauder School of Business with a focus in Finance. He holds the Chartered Financial Analyst (CFA) designation which is a globally recognized accreditation for investment management and research analysis. Eric places strong emphasis on open communication with clients and high ethical standards. Eric is dedicated to helping Paul maintain long term business relationships with our clientele.
Value Added Services
We have an established investment advisory practice and are selectively adding disciplined and qualified clients each year to our clientele. Learning and Analyzing your requirements and goals is important when allocating your capital resources to prudently develop your tailored diversified portfolio. With extensive knowledge, information on the markets, and a diverse offering of investment vehicles we are able to meet your financial situations throughout your lifetime. Our success is measured by our client’s success in achieving their goals.
RRSP, RRIF, TFSA, RESP
Over the past 30 years, Michael has acquired a diverse set of skills in the financial services industry. Starting in 1986, he has worked in the cage, trading, accounting, research, corporate finance and sales. Most recently, Michael worked as the Branch Manager for Wolverton in Calgary before joining Leede Jones Gable.
Michael graduated from UBC with a B.A. (Econ), which stoked his initial infatuation with the markets. Although his clientele are active in all aspects of North American equity markets, Michael maintains a focus on natural resource issuers. His clients appreciate the value he brings to their investment portfolio through extensive research, knowledge and experience.
Happily married to wife, Karen, he has 4 sons ranging in age from 6 – 22 years old. When not busy taking his children to various activities, Michael is an avid golfer and loves to travel.
Michael has been providing personalized portfolio management services since 2002. Following his MBA from the U of Calgary in 1996, he facilitated operational excellence projects for several years across 3 divisions of a global oil and gas service company. After which, Michael joined a big 5 management consulting firm for several years.
Michael and his bride of 23 years have 1 teenage daughter. He pursues an active lifestyle which includes competitive hockey and continues to volunteer within the community.
Previous to attaining his MBA, Michael served as a Captain in the Royal Canadian Air Force, piloting Search and Rescue missions within western Canada. Then piloting Canadian and United Nations airlift missions into hot-spots around the world. He’s a graduate of the Royal Roads Military College, where he attained his Bachelor of Arts in International & Strategic Studies.
Michael has been decorated, receiving the Canadian Decoration for military service. He has attained the distinction of Canadian Investment Manager (CIM).
Providing personalized portfolio management services to individual clients who are busy with life, and don’t have the time or desire to properly focus on their investment portfolio. Prospective clients (from B.C., Prairies, and Ontario) step through a 3 part process with Michael to arrive at a portfolio plan: during this process clients receive an Investment Policy Statement, Portfolio Analysis, and Portfolio Plan document.
I was born in Toronto many years ago, and somehow ended up attending the Royal Military College of Canada in Kingston, Ontario, where I graduated with a BA in Economics and then went off to train as a pilot.
After a sufficient number of harrowing adventures, culminating with a stint as Search and Rescue command pilot on helicopters out of Comox, British Columbia, I decided to shift gears, dust off my degree, and find a safer way to earn a living.
I earned my insurance and securities licenses over 20 years ago, and feeling very uneasy about the implications of investing in stock markets that included manufacturers of land mines, nuclear weapons, and handguns, not to mention sweatshop labor and the like, I decided to focus entirely on socially responsible investment as a tool for my clients to match their values with their savings.
My passion is basketball, whether playing it, coaching it, or cheering on his beloved Toronto Raptors. I love pretty much anything to do with the outdoors – camping, gardening, boogie boarding in Tofino, cycling and skiing are favorites. I married my incredible wife Nicola on the Wild Pacific Trail outside Ucluelet. Hosting and cooking big family dinners are another favourite activity.
My core tenet is to treat everyone the way you would want to be treated yourself and I hope to leave the world at least a little bit better off than when I first arrived on the scene.