In a market shaped by volatility and rapid change, investment specialists and their clients need strategies that stand the test of time.
This webinar explores how active management and quality investing—focused on resilient, well-managed companies—work together to manage risk and find growth opportunities. With CRM3 on the horizon and the advisory industry changing, don’t miss this opportunity to hear first-hand from PineStone Asset Management and ask your questions.
Register now!
November 25, 2025 | 11 a.m. ET
Speaker
Andrew Chan, CIM, M.Sc.
Head of Research
PineStone Asset Management Inc.
Andrew Chan assisted in the founding of PineStone and serves as Head of Research. He is responsible for the ongoing development of the firm’s fundamental research process and the proprietary tools the team utilizes. Mr. Chan works with the firm’s CEO & CIO on portfolio construction decisions and with the firm’s analysts to set research priorities, develop and fine-tune the financial models, and ensure consistency of the final research documents. He is the backup portfolio manager on the firm’s strategies and continues to hold research responsibility for some of the portfolio's core positions.
Mr. Chan obtained a Bachelor of Commerce from McGill University and a Master of Finance from HEC Montreal. He also holds the Chartered Investment Manager designation from the Canadian Securities Institute.
The webinar is for professionals in advisory, wealth management, alternative products and sales
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