Casey Chessa

Casey Chessa: Email & Phone Number

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Retired at Retired|Vancouver, British Columbia, Canada

Position:

Retired at Retired

Location:

Vancouver, British Columbia, Canada

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Last updated: 2026-08-17
Updated: 2026-08-17

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Work Experience 42 years

Retired at Retired

Jan 2015 - Current

Financial Planning at TD

Jan 2010 - Jan 2012

Financial Planning, Investment & Retirement Planning at Bank of Montreal

Jan 2001 - Jan 2010

Manager, Investment Services at Hong Kong Bank Securities Inc.,

Jan 1996 - Jan 1999

Investment Advisor at Merrill Lynch & Co., Canada Ltd.

May 1984 - Jun 1989

Casey Chessa started working in 1984, then the employee has changed 4 companies and 4 jobs. On average, Casey Chessa works for one company for 6 years 2 months.

Their professional focus is Banking, Economics, and Employee Benefits across 3 core areas.

Education

Professional Financial Planning

Conducts and Practices Handbook

Wealth Management Essentials

Canadian Securities Course

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