aDVISOR pROFILE
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- Jean Chuang, CIM®, FCSI®
Portfolio Manager
Senior Wealth Manager
- Vancouver
- 778-330-3005
- jean.chuang@fieldhousecap.com
Jean runs the Saturnus Pools as Portfolio Manager. She is also Senior Wealth Manager at Fieldhouse.
Biography
- Jean Chuang has more than 19 years of diverse experience in the financial industry consisting of: Banking, Lending, Investment Management and Wealth Planning. Having tenured key roles in Canada’s largest financial institutions, her wealth management strategies have successfully helped both personal and corporate clients to accumulate wealth and achieve their financial goals.
Philosophy
- A proponent of institutional style portfolio management. Jean believes that by constructing a portfolio of widely diversified asset classes with low to negative correlation, carefully screened securities, risk is significantly reduced within the portfolio - thus contributing to increased long term performance. The Saturnus Global Pools were crafted based on this simple principal, complimented by a disciplined daily monitoring process and long term view.
Work History & Achievements
Fieldhouse Capital Management : Since 2018
Portfolio Manager
Senior Wealth Manager
Richardson GMP Ltd. : 2015-2018
Portfolio Manager
TD Wealth Management : 2010-2013
Investment Advisor
RBC Wealth Management : 2007-2009
Investment Retirement Planner
CIBC Imperial Services : 2004-2007
Financial Advisor
Laurentian Bank of Canada : 2002-2004
Account Manager
Strategy & Investment Approach
With a focus on Global Macro themes and alternative investments, Jeans utilizes a top down approach to her portfolio management discipline that includes: macro, fundamental, technical and quantitative research and analysis to manage her model.
By integrating discretionary portfolio management and her capabilities in wealth planning, Jean utilizes a 360 degree approach to every client strategy to ensure it meets risk tolerances, personalized goals and achieve total Wealth Management.
The Saturnus Global Pool is a diversified core strategy that can complement and bolster any investor’s portfolio
