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WORTH / ALLAYE-CHAN WEALTH MANAGEMENT GROUP*

Home» Your team» Portfolio Managers

Your team

Portfolio Managers

Brian R. Worth, Ph.D., DIC, CIM, FCSI

Portfolio Manager, Associate Director

Brian Worth After holding teaching and research posts at universities in Australia, the UK and Canada, Brian moved into the business world. After running several small businesses in B.C., he joined the financial services industry in the mid 1980’s. Brian was a senior trading officer at C.M. Oliver & Co. before leaving to co-found another high profile brokerage firm. There he was President and CEO until 1995 when he formed his own brokerage firm and ran it until the business was acquired by the predecessor firm to Macquarie Private Wealth in late 2005. Brian has been investing and managing client portfolios for over 20 years. He is a registered Portfolio Manager and is a senior officer of Macquarie Private Wealth..

Brian enjoys travelling and golf and spending time with his two sons.

Gerald Allaye-Chan, BA Econ., CIM, FCSI

Portfolio Manager

Gerald Allaye-Chan Gerald has been providing investment advisory and investment management services for clients since 1994. After graduating from the University of British Columbia with a Bachelor degree in Economics, he began his career in the financial services industry with a major Canadian chartered bank. He has attained the Canadian Investment Management (CIM) and the Fellow of the Canadian Securities Institute (FCSI) designations. His interest in business and capital markets led him to becoming a wealth management advisor. He is a registered portfolio manager providing discretionary portfolio management services. As a registered options advisor, Gerald uses lower risk option strategies to enhance portfolio returns. His joy of working closely with clients is reflected in his goal to make the investing experience less intimidating and more understandable. Gerald is a frequent guest commentator on the Business News Network (BNN).

Away from the office, Gerald enjoys cycling, hockey, tennis and spending quality time with his wife and three young children.

*Worth / Allaye-Chan Wealth Management Group is part of Macquarie Private Wealth Inc.

No entity within the Macquarie Group of Companies is registered as a bank or an authorized foreign bank in Canada under the Bank Act, S.C. 1991, c. 46 and no entity within the Macquarie Group of Companies is regulated in Canada as a financial institution, bank holding company or an insurance holding company. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorized under the Banking Act 1959 (Australia) to conduct banking business in Australia. MBL is not authorized to conduct business in Canada. No entity within the Macquarie Group of Companies other than MBL is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of any other Macquarie Group company. Macquarie Private Wealth Inc. is a member of the Canadian Investor Protection Fund and IIROC.