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Amy Tan
Senior Specialist, Client Service Operations at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)
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Work Experience
Jul 2021 - Present · 3 years and 5 months
Senior Specialist, Client Service Operations
Mar 2024 - Present · 9 months
Private Client Services Associate
Jul 2021 - Mar 2024 · 2 years and 8 months
Nintendo Brand Ambassador
Nov 2016 - Dec 2023 · 7 years and 1 months
Company Details
As one of Canada's largest independent and privately held discretionary investment managers, Connor, Clark & Lunn Private Capital Ltd. helps clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership based on contribution that aligns our interests with our clients'. Using an outcome-orientated approach, our experienced and dedicated Wealth Advisors strive to construct personalized, tax-efficient portfolios investing in traditional and alternative assets. We founded the firm over twenty-five years ago with a vision to give private clients access to the discipline and talent afforded to institutional pension clients. Since then, more and more Canadian individuals, families, Indigenous communities, not-for-profits and charitable foundations have trusted us to steward their wealth. Connor, Clark & Lunn Private Capital Ltd. is part of Connor, Clark & Lunn Financial Group Ltd., one of Canada's largest privately owned asset management firms.
Year Founded
1997
Social Media
Linkedin
Industry
Investment Management
HQ Location
1400-130 King St. West, P.O. Box 240 Toronto, Ontario M5X 1C8, CA
Keywords
Investment managementMutual FundsPrivate ClientFoundationsEndowmentsFirst NationsInvestment counsellingWealth ManagementDiscretionary managerAsset allocation
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