Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Certification
Timeline
Generic

Ian Kan

Toronto

Summary

  • Hard working and self-motivated professional with 10 years of real estate industry experience with superior record of accomplishment.
  • Passionate about driving business growth and creating a positive team environment.
  • Strong Leader and dedicated problem solver, proficient in using independent decision making and sound judgment

Overview

10
10
years of professional experience
1
1
Certification

Work History

Associate Director

Scotiabank
05.2019 - Current
  • Provide real estate project financing to the largest private developers in Canada across all asset classes, with deals up to $100M, within a multi-billion dollar portfolio
  • Built and maintained relationships with new and existing clients to understand current product use and cross sell new products to generate revenue.
  • Write business proposals, supported by financial underwriting, due diligence, and risk modelling
  • Led teams of up to 4 analysts/associates, supervising daily performance as well as training and improvement plans.

Relationship Manager

Desjardins
06.2017 - 05.2019
  • Provide financing to the medium to large private real estate developers in the Toronto area, as part of Desjardins's inaugural team established outside of Quebec.
  • Create business proposals using financial analysis and due diligence
  • Consistently met or exceeded business development targets, while fostering strong relationships.

Portfolio Management Analyst

GWL Realty Advisors
02.2016 - 06.2017
  • Created new client marketing material for one of the largest private real estate equity funds in Canada.
  • Create reports associated with portfolio performance and risk exposure to support Portfolio Managers
  • Developed a new rebalancing tool to minimize risk exposures for the portfolio

Financial Analyst - Corporate Real Estate

Scotiabank
01.2014 - 02.2016
  • Completed financial reports, providing insight into profitability, operations and cash flow as related to Scotiabank owned branch network and offices.
  • Used accounting software to prepare weekly and monthly financial reports related to expenses, leases, and other costs related to operations.

Education

Post Graduate Degree - Accounting and Financial Management

University Of Waterloo
Waterloo

Bachelors - Accounting and Financial Management

University Of Waterloo
Waterloo, ON

Skills

  • Client Relationship Building
  • Business Development
  • Proposal Writing
  • Critical Thinking
  • Financial Analysis
  • Coaching and Mentoring

Accomplishments

    Achieved Scotiabank's Best of the Best award for outstanding client relationship building and services.

Languages

English
Native or Bilingual

Certification

Chartered Financial Analyst (CFA)

Timeline

Associate Director

Scotiabank
05.2019 - Current

Relationship Manager

Desjardins
06.2017 - 05.2019

Portfolio Management Analyst

GWL Realty Advisors
02.2016 - 06.2017

Financial Analyst - Corporate Real Estate

Scotiabank
01.2014 - 02.2016

Post Graduate Degree - Accounting and Financial Management

University Of Waterloo

Bachelors - Accounting and Financial Management

University Of Waterloo
Ian Kan