Partners Info
Michele
Michele has worked in the financial services industry for the past
6 years in the roles of a risk manager/commercial banker with HSBC Bank
Canada and now RBC
Financial Group. She has dealings with businesses from various industries
including manufacturing, forestry, hospitality, retail, real estate, mining and
technology on debt financing and investments.
Michele has a Bachelor of Commerce from the
University of
British Columbia and is currently working on her Master of Business
Administration in Global Asset and Wealth Management at the
Simon
Fraser University.
She is a member of
the B.C. Women in Finance business association. She also likes to participate in
short term missionary work to assist those in the developing countries and she
enjoys golfing, reading, and traveling for her past-times.
Alvin
Alvin has a
Bachelor of Business major in Finance and minor in Accounting from the Thompson
River University. He has worked in the financial service industry for
retirement fund and mutual fund. His duty is to provide key administrative
support for those processing. He has various business experiences including
environment, real estate, retail, food and recycling industry.
He has
sophisticate experience in stock and option in North American market. He speaks
Mandarin, Cantonese and English. He also has experienced to speak to the public
(around 50 listeners) as he worked in the ginseng manufacturing. He enjoys
outdoor activities like golfing, camping, and traveling for his past-times.
Matthew
Matthew has
worked in the financial service industry -mainly in portfolio management and
business setups for over 8 years. He has performed statistical and database
reporting work for a large international corporation. He has sound knowledge and
experience working with various of investment products such as stocks, option,
future and foreign exchange. Matthew has provided consultation services for
various foreign companies in establishing their business and penetration
strategies in North America.
Matthew has a
Bachelor in Business Administration specialized in Accounting
from the
Thompson River
University and is currently working on his Charter Financial Analyst.
Matthew also
received the LIFA (Licensed International Financial Analyst) by IRA in 2006. He
is an active board member of LIFA program IRA association.
Frank-Clifford
Frank-Clifford
obtained a Bachelor degree in Business Administration and a Master degree in
Economics at Simon Fraser University and had been a teaching assistant of
economics for a couple of years. Currently he is a Chartered Financial Analyst
level 3 candidate. He has several years of investment experience in Asian and
America and now working as a consultant for a few investment firms.
Frank-Clifford
likes to explore world’s different cultures, and has been traveling to more than
fifty cities in Europe, Asia, and America. Currently he lives in Vancouver. He
speaks fluent English, Chinese, and Cantonese.
|
