Fiona Tan, CIM®
Vice President, Account ManagerFiona Tan is a trusted advisor serving Pembroke’s high net worth, multi-generational families across Canada. With a foundation in finance and economics, she brings both analytical rigour and empathy when guiding her clients to articulate their goals and translate them into tailored wealth solutions. A core component to Fiona’s approach is recognizing and adapting to each client’s investor personality, helping them make confident, values-driven financial decisions.
She collaborates with teams across the firm to develop accessible educational materials that turn complex financial concepts into actionable insights for all types of investors. As a member of Pembroke’s Management Committee, Fiona also contributes to firm-wide strategic initiatives and mentors newer professionals across the organization.
Away from the office, Fiona loves to travel, cook, and unwind with friends over good food and Spanish red wine.
Highlights
- Vice President and Account Manager
- Member of the Pembroke Management Committee
- Over 10 years of experience in client servicing and investment management
Previous Experience
- Internship with Pembroke Management Ltd, learning about company research, financial modelling and portfolio management
- Client service representative with the discount brokerage at a large Canadian bank
Education & Professional Designations
- Chartered Investment Manager (CIM®), Canadian Securities Institute
- Bachelor of Management and Organizational Studies, Specialization in Finance, Minor in Economics, Western University
