Wei Tao Tian

Employer firm

Wahdy Capital CRD 175272

$1.00M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 10/2021
  Investia Financial Service Inc.
  Vancouver
• 11/2021 → Present
  Investia Financial Service Inc.
  Vancouver
• 11/2021 → Present
  Wahdy Capital Management
  San Francisco, CA

Other Businesses

Name: Investia Financial Service Inc. Investment-related: Yes Address: 130-10271 Shellbridge Way, Richmond BC V6X 2W8 Nature: Mutual Fund Investment Service Provider Position: Part-Time Employee Title: Assistant Start date: 2021-11-01 Hours/month: 15-20 hours per month Number of hours per securities trading hours: None Duties: Mainly maintaining client relationships for the Investia Advisor Jacky Chan, my duties include reply emails and phone calls from clients and updating clients' information in the Investia advisor system.

Designations

• Chartered Financial Analyst

Other Names

• Wade Tian