Our team

Elena Juan

Investment Advisor, Toronto Office

Elena Juan is a dedicated Investment Advisor at Caldwell Securities Ltd., committed to helping her clients achieve financial peace of mind. Born and raised in Milan, Italy, to Chinese parents, Elena studied economics in the United Kingdom before making Toronto her home.

Family is at the heart of Elena’s approach. She defines financial success as ensuring the security of the people you care about most. Elena focuses on developing investment plans that offer both stability and growth, giving her clients the confidence to enjoy their lives without worrying about their finances.

Fluent in five languages—English, Spanish, Italian, German, and Mandarin—Elena connects with clients from diverse backgrounds and provides clear, personalized advice.

Outside of her professional life, Elena enjoys hiking and exploring Toronto’s fabulous restaurants.