Patricia Chan B.Com., CA, CFP
Operations & Governance
Patricia has over 25 years of Financial Industry experience, having held senior positions in Chartered Accounting and Financial Services firms. Patricia’s skillset and extensive experience in the managed account space is highly regarded in the industry. Patricia provides key strategic direction to the business and heads the operational team. In her role with DFS Portfolio Solutions, Patricia oversees all governance aspects for the business, including platform matters, legal and compliance requirements.