Kelly Chan

Kelly Chan joined Trez Capital in 2024 and is responsible for building relationships and servicing investment advisors and portfolio managers across British Columbia.

Before joining Trez Capital, she began her career at one of the largest global bond managers, then transitioned to a sales role at a boutique firm, offering long-term solutions to advisors across Ontario. More recently, she worked in sales at a Canadian hedge fund, supporting high-net-worth advisors and portfolio managers with alternative solutions. 

Kelly holds an Honours Bachelor of Commerce from Seneca College and the Chartered Investment Manager (CIM) designation from the Canadian Securities Institute.