aDVISOR pROFILE

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  • Jean Chuang, CIM®

Portfolio Manager
Senior Wealth Manager

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

Jean Chuang

Mandates

Investment Themes

  • Global Diversification

    Our pools allocate to a mix of carefully selected ETFs that diversify both at the fund level and within the fund itself. The ETFs represent an efficient means of gaining exposure to key parts of the market identified by our research.

  • Macroeconomic

    We analyse global economic factors to determine a strategic allocation for the strategy and allow shorter term tilts to tactically align our investors with the current themes in the market.

  • Fundamental

    Our research process takes a fundamental view of investment markets to select funds that consist of high quality names across all the major asset classes.

Latest Investment Insights From Jean

All Investment Insights From Jean

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