Kelly Chan joined Trez Capital in August 2024 and is responsible for building relationships with 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.
kellyc@trezcapital.com
604-644-9926
Toronto