Find your path to Elena
121 people in our graph share verified history with Elena — schools, employers, funds. One of them is your warm intro.
Ray SharmaunlockedElena: together at Caldwell Securities Ltd. (2025–2026)
Elena: together at Caldwell Securities Ltd.
×10Elena: together at Royal Holloway, University of London
About
Elena Juan is an Investment Advisor at Caldwell Securities Ltd., a firm regulated by the Canadian Investment Regulatory Organization and a member of the Canadian Investor Protection Fund. Originally from Milan, Italy, she studied Economics in the United Kingdom before relocating to Toronto. She is fluent in English, Spanish, Italian, German, and Mandarin, and focuses on developing investment plans oriented toward stability and growth.
Contact· self-published, not guessed
Experience
- Caldwell Securities Ltd.Investment Advisorcurrent2024 — presentToronto, Ontario, Canada
- Caldwell Securities Ltd.Associate2024Toronto, Ontario, Canada
- Caldwell Investment Management Ltd.Financial Analyst2023Toronto, Ontario, Canada
Skills & more
EconomicsInterpersonal SkillsCritical Thinking1Organization SkillsProject ManagementResearch SkillsInvestment ManagementNetworking1Sales1Problem Solving2Leadership2Collaborative Work1
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Creative Problem SolvingCommunicationCollaborative Problem SolvingCreativity SkillsPressure SituationsSelf-managementOriginalityLingua ingleseTime ManagementTeamworkLanguages Chinese · English · German · Italian · Spanish
- Certificate in Advanced Financial Advice — Canadian Securities Institute
- Wealth Management Essentials (WME®) — Canadian Securities Institute
- Conduct and Practices Handbook Course (CPH®) — Canadian Securities Institute
- Canadian Securities Course (CSC®) — Canadian Securities Institute
From Elena's professional profile.
Colleagues at Caldwell Securities Ltd.
Alexander Hutchison
Investment Advisor at Caldwell Securities Ltd.
Alexander Stirpe
Investment Advisor at Caldwell Securities Ltd.
Andrew Scoon
Investment Advisor at Caldwell Securities Ltd.
Angela T. Stirpe
President & COO at Caldwell Securities Ltd.
Brandon De Assuncao
Investment Advisor at Caldwell Securities Ltd.
Brandon Hansen
Treasurer, Director – Independent at Indigenous Growth Fund
Brendan T.N. Caldwell
Director at Caldwell Securities Ltd.
Brian McCreery
Investment Advisor at Caldwell Securities Ltd.
Frequently asked questions
- Who is Elena Juan?
- Elena Juan is an Investment Advisor at Caldwell Securities Ltd., a firm regulated by the Canadian Investment Regulatory Organization and a member of the Canadian Investor Protection Fund. Originally from Milan, Italy, she studied Economics in the United Kingdom before relocating to Toronto. She is fluent in English, Spanish, Italian, German, and Mandarin, and focuses on developing investment plans oriented toward stability and growth.
- Where does Elena Juan work?
- Elena Juan is Investment Advisor at Caldwell Securities Ltd..
- Where did Elena Juan go to school?
- Elena Juan studied at Royal Holloway, University of London (Bachelor of Science - BS, Economics).
Same school
Also attended Royal Holloway, University of London81
Warda DiyarInvestor at 13books CapitalJohn TayDirector of Partnerships and Strategy at Tin Men CapitalNathalie KönigOperating Partner at CapnamicKenneth LamExecutive Director, Fund Operations at The Spartan GroupJussi NunesFinance at SC VenturesIlana WisbyEntrepreneur in Residence at Cambridge Innovation Capital
+ 75 more
Shared employers
Also worked at Caldwell Securities Ltd.11
Robert AllenVice President & Chief Compliance Officer at Caldwell Securities Ltd.Wendy LockwoodVice President at Caldwell Securities Ltd.Tony CieroPresident & CIO, Caldwell Asset Management at Caldwell Securities Ltd.Alexander HutchisonInvestment Advisor at Caldwell Securities Ltd.Brian McCreeryInvestment Advisor at Caldwell Securities Ltd.Celma FreitasInvestment Advisor & Executive Assistant at Caldwell Securities Ltd.
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