Ziyu Chen, who has been working at Dalrymple Wealth Counsel (DWC) for over four years, recently completed a series of IIROC required courses and is now a Registered Representative. Prior to that, he was Assistant Branch Administrator handling administration, research, reporting and trading.
Ziyu’s responsibilities involve new business development, client relationship management, financial planning and portfolio management in addition to assisting in the day to day administrative responsibilities and operations at DWC.
Ziyu immigrated to Canada as a young student from Shanghai, China and earned his Accounting Diploma at George Brown College and his Finance Degree at York University. As an individual with a caring nature and always willing to help others, Ziyu’s goal is to become a portfolio manager in order assist more families and friends achieve their personal financial goals. Ziyu is bilingual (English and Chinese) and can service clients from different backgrounds. He is currently pursuing his CIM (Chartered Investment Manager) and CFA (Chartered Financial Analyst) designations.