Fiona Tan, CIM^®

Fiona Tan is a trusted advisor to Pembroke’s high-net-worth, multi-generational families across Canada. With a background in finance and economics, she combines analytical rigour with empathy when guiding her clients. She helps them articulate their goals, translating these objectives into bespoke wealth solutions. A core part of Fiona’s approach is recognizing and adapting to the investor personality of each client, thereby helping them make confident, values-driven financial decisions.

Fiona collaborates with teams across the firm to develop accessible educational materials that transform complex financial concepts into practical insights for investors of all kinds. As a member of Pembroke’s Management Committee, she contributes to firm-wide strategic initiatives. She also mentors junior professionals throughout 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, learning about company research, financial modelling and portfolio management
• Client service representative with the discount brokerage of a large Canadian bank

Education and Professional Designations

• Chartered Investment Manager (CIM^®), Canadian Securities Institute
• Bachelor of Management and Organizational Studies, Specialization in Finance, Minor in Economics, Western University