Team Members

Solomon Chin, MBA, CIM®

Senior Portfolio Manager, Senior Investment Advisor

Solomon is a licensed Portfolio Manager and has been managing investments for 35 years. He very successfully developed and trademarked a technical-based investment strategy called BaseLine GrowthTM, which has brought him tremendous success in managing clients’ portfolios for both individuals and institutions. Using this highly disciplined approach, he was able to build his clients’ assets and assemble a large team. Today, Solomon manages over C$1.2 billion. His hobbies include golf, and dance, while traveling frequently with his wife Alice. Eventually, he plans to write a book around his lifetime passion - his investment strategy and the markets.

Steve Sun, CFA®, MBA

Senior Portfolio Manager, Senior Investment Advisor

Over the Last 27 years, Steve has developed a reputation as a highly trusted Investment Advisor in the industry.

 

Born and raised in Shanghai China, he studied at Shanghai International Studies University before moving to North America in 1991. After completing his MBA in Finance from Simon Fraser University in 1995, he has been working with major bank owned asset management and securities firms. He has developed depth of expertise in providing personalized investment solutions for high net worth new Canadian families.

Leo Mak, CFP®, CIM®, CIWM

Portfolio Manager

Leo grew up in Hong Kong and England, he joined Team Solomon and Steve in 2002 after working for BMO (banking). He is a Portfolio Manager and trader on the team, having accreditations as a Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM) and Certified Financial Planner (CFP®). He uses more than two decades of financial market experience to conduct investment research. He is fluent in Cantonese, Mandarin and English. In his free time, Leo enjoys traveling with his wife and trying out new electronic gadgets.

Melody Lee, FMA

Senior Investment Associate

Melody started her financial career as a financial services manager at BMO for 12 years prior to joining Team Solomon in 2003. She is passionate about the securities market and enjoys monitoring a wide array of securities daily for clients’ portfolio. Melody finds her job rewarding as her comprehensive financial knowledge and experience enable her to help clients achieve positive wealth accumulations. She is fluent in Korean and can cultivate strong relationships with a diverse group of clients. In her spare time, she enjoys going to live concerts, reading, hiking, and traveling.

Rosalind Chew, MBA

Senior Investment Associate

Rosalind has been working in the securities industry since 1991. She handles all aspects of customer service from client inquiries to trade execution. In addition, she assists Team Solomon & Steve in building and strengthening client relationships. In her spare time, besides being an avid tennis player, Rosalind enjoys reading, travel, hiking and kayaking with her husband Barry. She recently picked up beginner piano and is very proud to have reached “sounds nice” stage.

Jane Huang, PFP®

Senior Investment Associate

Jane has been in the banking and investment industry since 1996. Prior to jointing BMO Nesbitt Burns, she worked at HSBC Securities and HSBC (banking). Jane plays a key role in marketing and developing client relationships for our team. In her spare time, Jane enjoys traveling to new countries with her husband, hiking, and trying new cuisines.

Peter Chang, BA

Senior Investment Associate

Peter has been working in the financial industry for 18 years and has been part of the team since 2012. His role on the team consists of research, marketing, as well as serving customer inquires and account management. Outside of work, Peter enjoys playing badminton and traveling.

Cherisse Chin, BA

Client Service Associate

Coming out of the University of Victoria, Cherisse has returned to Vancouver and has worked at BMO Nesbitt Burns for the past 6 years in different roles. On Team Solomon and Steve, she assists in maintaining client relationships, service, and administrative tasks. Outside of the office, she leads an active lifestyle filled with group fitness, Golf, and spin classes.