Chris Thom
CEO, Portfolio Manager @Moat Financial Limited
Vancouver, BC, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Oct 2023 — Present
CEO, Portfolio Manager @Moat Financial Limited
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Vancouver, BC, CA
Moat Financial Limited is an independent Portfolio Management Firm. The goal at Moat is to put clients first, provide independent advice and use a variety of investment tools to deliver quality service. Our investment philosophy is based on the principles of value investing. We build investment policy statements and portfolios for each individual client based on their specific financial goals.
SKILLS
ValuationInvestment ManagementCapital MarketsMutual FundsAsset AllocationRetirementBondsFinanceMarketing StrategyFinancial AnalysisFinancial AdvisoryInvestment AdvisoryInvestmentsInvestment StrategiesSecuritiesAsset ManagementWealth ManagementTradingEquitiesFinancial Planning
ABOUT CHRIS THOM
Portfolio Manager at Moat Financial Limited, Business in Vancouver Forty Under 40
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