Wilcox Francisco Chan, CFA, CAIA

Vice President at TD Asset Management, Inc.

Wilcox Francisco Chan, CFA, CAIA

Wilcox Francisco Chan, CFA, CAIA

Vice President at TD Asset Management, Inc.

Biography

Mr. Wilcox F. Chan is a Vice President & Director at TD Asset Management, Inc. He joined TD Asset Management Inc. (TDAM) in November 2003. Mr. Chan leads the Quantitative & Passive Equity team, including Systematic Alpha Canadian and U.S. equity funds and low volatility funds. Previously, he was responsible for quantifying the risk associated with TDAM's products and investment processes with a primary focus on enhanced equity and alternative investment strategies.Prior to joining TDAM, he was a Senior Manager in the Middle Office for a major Canadian bank where he performed a variety of risk management duties and analysis for the Foreign Exchange, Precious Metals, Interest Rate, and Equity Derivatives business lines. Prior to pursuing a career in the financial sector, he worked in the simulation software area for the nuclear power generation industry. Mr. Chan holds a Master of Engineering degree from the University of London and an MBA with a major in Finance from The Schulich School of Business. He is a CFA charter holder and a certified FRM. He also holds the Chartered Alternative Investment Analyst designation.

Overview
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183

Number of Boards

1

Number of Awards

1

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Managing Director & Head of Fixed Income at TD Asset Management, Inc.

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Managing Director & Head of Public Equities at TD Asset Management, Inc.

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Managing Director at TD Asset Management, Inc.

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Managing Director at TD Asset Management, Inc.

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Chief Executive Officer at TD Asset Management, Inc.

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Former Chief Risk Officer & Chief Administration Officer at TD Asset Management, Inc.

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Former Vice Chairman at TD Asset Management, Inc.

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Former Vice President & Director at TD Asset Management, Inc.

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Vice President at TD Asset Management, Inc.

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Vice President at TD Asset Management, Inc.

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Wilcox Francisco Chan, CFA, CAIA
Vice President at TD Asset Management, Inc.
Education
Master of Engineering Degree

The University of London is a collegiate research university located in London, England, consisting of 18 constituent colleges, 10 research institutes and a number of central bodies. The nine largest institutions of the federal university, usually termed the colleges, are Birkbeck, Goldsmiths, King's College London, the London Business School, Queen Mary, Royal Holloway, SOAS, LSE and UCL. Formerly a constituent college, Imperial College London left the University of London in 2007.

Schulich School of Business in Toronto is ranked among the world’s leading business schools by a number of global surveys. Schulich’s MBA program is ranked #1 in the world by the Aspen Institute (a Washington, DC-based leadership think tank) in a global survey that identifies which schools are doing the best job of preparing future business leaders for the environmental, social and ethical complexities of modern-day business. Schulich’s MBA program is ranked #1 in Canada by Forbes, The Economist and Expansión (a Time Warner publication based in Mexico City). The Kellogg global network of EMBA partner schools, which includes the Kellogg- Schulich EMBA, is ranked #1 in the world by The Wall Street Journal, and the Kellogg-Schulich EMBA is ranked #1 in Canada by the Financial Times of London.

Masters of Business Administration with a Major in Finance

York University is a leading interdisciplinary research and teaching university in Canada. York offers a modern, academic experience at the undergraduate and graduate level in Toronto – Canada’s most international city. The third largest university in the country, York is host to a dynamic academic community of 55,000 students and 7,000 faculty and staff, as well as 250,000 alumni worldwide. York’s 11 faculties and 28 research centres conduct ambitious, groundbreaking research that is interdisciplinary, cutting across traditional academic boundaries. This distinctive and collaborative approach is preparing students for the future and bringing fresh insights and solutions to real-world challenges.

Career History
Vice President
2003 - Current

TDAM employs various methods of security analysis. The firm's fixed income investment philosophy is based upon strong and independent credit research. Proprietary research is vital to the firm's investment process and forms the basis for all of their investment decisions. Within the quantitative investment strategies, TDAM use a number of proprietary risk models to evaluate companies and select investments. The Low Volatility Equity strategy relies on proprietary risk models to construct optimized portfolios of stocks which have demonstrated lower long-term volatility. These risk models use statistical methods to capture the relationships between currency and stock return fluctuations. Similarly, the Systematic Alpha strategy relies on proprietary return factor models, which use statistical methods to determine the properties of stocks that have historically been associated with superior performance. Core factors include value (higher earnings and dividend yields), market sentiment (price momentum and earnings revisions), quality (profitability, operating efficiency, distance-to-default), and corporate management (shareholder friendly practices). Each of these strategies invest in a diversified portfolio of equity securities including, but not limited to, common and preferred stocks, securities convertible into common stocks, ETFs, American Depository Receipts, and real estate investment trusts. Each of these strategies will also invest in money market securities and other cash management vehicles.

Senior Manager
Prior - 1999

Bank of Nova Scotia engages in the provision of financial products and services, including personal, commercial, corporate, and investment banking. It operates through the following segments: Canadian Banking, International Banking, Global Banking and Markets, and Other. The Other segment includes group treasury, smaller operating segments, business line elimination items and other corporate items which are not allocated to a business line. The company was founded on March 30, 1832 and is headquartered in Toronto, Canada.

Boards & Committees
Director
2003 - Current

TDAM employs various methods of security analysis. The firm's fixed income investment philosophy is based upon strong and independent credit research. Proprietary research is vital to the firm's investment process and forms the basis for all of their investment decisions. Within the quantitative investment strategies, TDAM use a number of proprietary risk models to evaluate companies and select investments. The Low Volatility Equity strategy relies on proprietary risk models to construct optimized portfolios of stocks which have demonstrated lower long-term volatility. These risk models use statistical methods to capture the relationships between currency and stock return fluctuations. Similarly, the Systematic Alpha strategy relies on proprietary return factor models, which use statistical methods to determine the properties of stocks that have historically been associated with superior performance. Core factors include value (higher earnings and dividend yields), market sentiment (price momentum and earnings revisions), quality (profitability, operating efficiency, distance-to-default), and corporate management (shareholder friendly practices). Each of these strategies invest in a diversified portfolio of equity securities including, but not limited to, common and preferred stocks, securities convertible into common stocks, ETFs, American Depository Receipts, and real estate investment trusts. Each of these strategies will also invest in money market securities and other cash management vehicles.

Awards & Honors
CFA (Chartered Financial Analyst)
Other Affiliations

Wilcox Francisco Chan, CFA, CAIA is affiliated with TD Asset Management, Inc., The Bank of Nova Scotia, TD Asset Management, Inc.

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