Richard Chen
Director, Business Development, Investment @Canada Life
Signup · Get unlimited contacts
WORK HISTORY
Director, Business Development, Investment @Canada Life
EDUCATION
University of Victoria
Bachelor of Arts (BA), Economics, Finance
SKILLS
ABOUT RICHARD CHEN
Richard Chen is an award winning wholesaler of wealth management solutions with Canada Life, a leading provider of insurance and wealth management solutions in Canada. He joined the organization in 2016 and was the recipient of the 2016 team Award of Distinction (AOD), and individual AOD in 2017. He won the 2022 Canada Life Achievement of Sales Success award for growing Advisor Breadth, the 2023 CLASS award for YoY sales growth and again in 2024 for leading growth in breadth.Currently, he provides fund strategies, innovative sales strategies and marketing support for financial advisors in British Columbia with a focus on the Chinese Canadian Market. Richard began his career in the financial services industry in 2007, with a wide range of experience ranging from retail banking, exempt market private equity, IIROC full service brokerage to private banking.Over the years, he achieved his Competent Communicator and Competent Leader designations from Toastmasters International. He also enjoyed coaching young speakers for T••••••••@Granville.Richard was born in Shanghai, China and grew up in Vancouver, BC since he was 12 years old. He received the Chartered Investment Manager ( CIM ) designation from the Canadian Securities Institute in 2013.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.