Koltin Chasse, Portfolio Manager

As a Portfolio Manager in the Prince George branch, I combine investment expertise with a client-first approach to build portfolios aligned with individual goals. I hold my Charter in Investment Management (CIM) with experience in global capital markets and compliance. I develop tailored investment solutions focused on attractive risk-adjusted returns, diversification, and reduced volatility.

Away from the office, I enjoy an active lifestyle rooted in my hometown of Prince George. I golf competitively with a passion for the outdoors, and I live with my fiancée and our two dogs, Squid and Tusk. I'm also actively involved in the community through participation on multiple endowment committees.

For a personalized needs analysis, a second opinion, information on current market conditions, or to book as a guest speaker, please get in touch.