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Mack Chen
Aurora, Ontario
World Financial Group
http://www.worldfinancialgroup.com/canada/
mack.chen@fundpage.com
(647) 984-3863
Co-Founder of FundPage Inc. Most recently, Mack worked for RBC Capital Markets as IT Projects Development Manager, focusing on coherence of project’s management, technologies, processes and QA, coordinated with peers to manage infrastructure changes and updates as well as managing customer and vendor relationship. Mack graduated from HuZhong University of Science and Technology with a Bachelor of Computer Engineering degree in 1987. Mack is currently a Chartered Investment Manager in Canada.
- World Financial Group
- CIM
- CIM, LLQP
- 2014
-
Indirect
Indirect, through third-party compensation such as commissions
Direct, e.g. fee for service, asset percentage, etc
- 0 (Minimum in Thousands)
BMO Mutual Funds
- Pension manager loses $4-billion on investment bet gone wrong 2020/04/22 12:36:18
- Most actively managed funds failed to beat benchmarks 2018/12/14 23:34:50
- 8 big SEC enforcement trophies in fiscal 2018 2018/12/14 23:19:09
- Essential tax numbers: updated for 2019 2018/11/27 21:28:49
- 731,000 Canadians borrow money to pay for prescriptions 2018/11/27 21:25:34
- Questrade to pay $2.9-million settlement to OSC 2018/11/27 21:19:03
- Canada-model pensions are most efficient system 2018/11/19 21:04:38
- Half of U.S. institutional investors don’t invest 2018/11/19 21:01:00
- Three Toronto men charged for illegally trading securities 2018/11/16 14:41:21
- 4 Big Rip-Offs To Avoid 2018/11/16 14:38:03
- IIROC fines TD Waterhouse $140K for inadequate supervision of advisor’s trading 2018/11/16 14:35:30
- TD Ameritrade fined $500,000 2018/09/24 19:34:59
- access your own money, please pay 16% of interest 2018/08/29 13:43:28
- TORONTO ADVISOR FINED $150K FOR NOT ADDRESSING TWO CLIENTS’ BEST INTERESTS 2018/08/13 13:37:03
- RFMI paid its reps 10 basis points more in commission for selling RBC PS Funds over the other RBC and third-party funds 2018/06/15 14:34:45
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RawData.xlsx | Total: 6 worksheet(s). ,,,,,,,,,,,,,,,,,,,,,,,, Investment Opportunity Risk Analysis Education Demo,,,,,,,,,,,,,,,,,,,,,,, ,,,,,,,,,,,,,,,,,,,,,,,, Snap Inc.,,,,,,,,,,,,,,,,,,,,,Microsoft.,, Volume,Price Date,Price,,Risk Calculation,,,,,,,,,,,,,,Risk Calculation,,,Volume,Price | 2021/01/30 03:01:53 |
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CAPM.xlsx | Total: 3 worksheet(s). ,,,,,,,,,,,,,,,,,, Assets Allocation Banlance Education Demo,,,,,,,,,,,,,,,,, "Stock A Weight","Stock B Weight","A Return ","B Return ","Portfolio Return",,,,,Portfolio Risk with Correlation of,,,,,,,, ,,,,,,A RISK,B Risk,,1,0.50,0.20,-1,,1,0.5,0.2,-1 0 | 2021/01/30 03:01:50 |
| Cube.xlsm | 2021/01/30 03:01:50 | ||
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CAPM (Autosaved).xlsx | Total: 4 worksheet(s). ,,,,,,,,,,,,,,,,,, Assets Allocation Banlance Education Demo,,,,,,,,,,,,,,,,, "Stock A Weight","Stock B Weight","A Return ","B Return ","Portfolio Return",,,,,Portfolio Risk with Correlation of,,,,,,,, ,,,,,,A RISK,B Risk,,1,0.50,0.20,-1,,1,0.5,0.2,-1 0 | 2020/07/22 13:33:30 |
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RawData (Autosaved).xlsx | Total: 8 worksheet(s). ,,,, Investment Opportunity Risk Analysis Education Demo,,, ,,,, ,WMT/MSFT,Covariance,654.1513403 ,WMT/MSFT,Correlation,0.899602984 | 2020/07/22 13:33:25 |
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FP security Search | Total: 1 page. s Security Search CBiacks IrrulS -m- t- l- <\ M xMI- ? M too n - e W l \ - ~ MMM/ ld n M o tV Txzke % - - - | 2019/03/25 15:00:23 |
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Organize your future Game 4 | Total: 1 page. Podollo Mmnagement lam maa % seam Mi MWnom '* Wane %urmew XMX@I X^\wXweni 1 =onto Seitm 7e%W%%Iwi 9 I Me= Mdacmale X9M%%^&%mal e-tw X993% XmaneM eomeuXet Harman at m2A Comultro s m%@*<n9 XBB4%= BKrk-ige-h rlte - McW*= Xn4a- Mrvameri =Masoc emI* M-brelegy | 2018/11/18 01:45:43 |
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Organize your future Game 3 | Total: 1 page. - -M-7 M Mme Xn{ M M o Rzie Bark e cankak * M BXMqi KF9-M Xra v< Q-`'````'```'````'``'''` ' i u~<W p:~b l%.,I PMC cmtzl^h%r % {$- u - t <+ X o - m % - e l oJH-eme.r d | 2018/11/18 01:41:45 |
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Organize your future Game 2 | Total: 1 page. mzameelaX me XMz MAFIX Mmmen hw 5 WMMtw IK@ al easl tavee mie X gqui emn - 9q n% I Imw I hp }p amwinoe CMaee iet a nmee crence{==X X^ $2 WmA ngd 511 4 $2 %eb l@WX %{ -A Ia*esi Monag- r= \t=C 4 b Ce t{ =A AWIB Xrt g dwore =nuem- ate maugg mctie --- ma - | 2018/11/18 01:37:12 |
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Organize your future Game 1 | Total: 1 page. powollo Detall s/iMI@W%M%II-1 *{b~*<\n$\% % m %s***wxsII%$s*gI 4 rxoMor?nW%#r\^<x< m 4 momrbo mnsiteXce %I*z -- =m - | 2018/11/18 01:27:52 |
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Financial Services Commission of Ontario License | Total: 1 pages. AGENT'S LICENCE #: Financial Services PERMIS D'AGENT NO: Commission des services Commission of Ontario financiers de l'Ontario 17156970 | 2017/06/05 14:48:33 |
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