Executive Team

 

Female Exec

Louise Tam, President

 

Before being appointed President of the company in November 2004, Louise was a Financial Planner at Investment Planning Counsel working with high net worth clients. In 2000, she was Vice President at Trillium Financial Group.

Louise graduated from the University of Windsor with a Bachelor of Arts degree. She has completed various professional financial industry courses over her 16 years of financial services experience. For example, from 1989 to 1999, she was with the Royal Bank of Canada as an Account Manager. Throughout her career, she won numerous awards for her outstanding sales and service. In 2001, Louise received a certificate as the chair of the Association of Chinese Canadian Entrepreneurs.

Outside of her work life, Louise enjoys volunteering for many organizations and playing various sports, like golf and badminton.

 

 


 

Male Exec

Bob Lau, President of Investments

Bob has been Vice President of Investments since March 2005.  He is responsible for the Investment Division and oversees a team of Financial Advisors.

 


 

Female Exec

Kelly Tsang, Vice President

 

Since June 2005, Kelly has been the Vice President of Training and in charge of the Training and Development Department. Her role is vital in the setup of all corporate training initiatives. Kelly has managed several projects and remains committed to creating programs that meet the needs of others.

Kelly graduated from the University of Western with a Bachelor of Arts degree and received her Master’s of Education from McGill University. Before entering the financial industry, she was involved in multiple programs to help high school students succeed academically as a Program Director. In her spare time, Kelly teaches ESL classes, tutors children and participates in multiple social and community projects.

 


 

Male Exec

Eugene Chiu, C.I.O

In November 2004, Eugene was appointed the position as Chief Information Officer and is responsible for the Information and Technology Department. He was also a consultant at KPMG Risk Management Division and overlooked assessment reports and made recommendations while overhauling the project management process.

Eugene also worked at one of the largest pension funds in Canada, the Ontario Municipal Employee Retirement System, for 6 years. During that time, he was involved in the Investment Division, Pension Division while managing and implementing various high profile projects. Before entering the financial industry, Eugene graduated from McGill University with a Bachelor of Science degree with a minor in Management.