铿锵三人行：财富及资产管理漫谈
Behind the Desks: Something
about Wealth/Asset Management
18h30 – 21h00
Jul 30th, Tuesday
OISE building
252 Bloor street west
The classroom number will be notified via email prior to the event date, upon completion of registration.
三位（基本）同龄人，三种不同的性格类型，三个不同的教育及职业背景样本，三条截然不同的职业通道，分布于加拿大最大财富及资产管理平台的不同职位。虽知三人行必有我师，但也并不好为人师的三人，来弄拙漫谈下这个行业的点点滴滴。Three professionals with quite different personalities working on the largest Canadian Wealth/Asset Management platform, here they are to share their stories about early stage career progress, what they know about their industry, typical career path and what the opportunities lies in there for your first and following jobs.
虽然三人并不能保证无所不知，但由于职业关系也见到一些不同的人事可以酌情分享。适用听众为：
- 新近毕业生
- 大四或研二学生
- 工作1-4年且在探寻职场下一步的在职者
- 有兴趣了解财富/资产管理行业的朋友
The speakers cannot promise they know everything however they do see abundant work flow and people dealing given the nature of their lines of business. Hence the suitable audience would be:
- Fresh graduates
- Sophomore students
- People with 1-4 yrs of working experience exploring next opportunity
- Those who are interested in wealth management / asset management
请点击“阅读原文”报名
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Arthur Wang
MAcc, CPA, CA, CFP, CLU, CHS
Estate Planning Specialist
RBC Dominion Securities
Arthur currently works as an Estate Planning Specialist at RBC Dominion Securities. Prior to joining RBC, Arthur spent time with a Big 4 accounting firm and a leading Canadian life insurer. A dramatic personal experience led him to rethink his career choice as a Chartered Accountant and he decided to dedicate himself to protecting, preserving, and creating wealth through appropriately implemented estate planning solutions.
Arthur obtained his undergraduate and master degree from University of Waterloo, majored in accounting. And he currently serves as the program co-chair at Advocis Toronto (industry association) and the VP Communication at University of Waterloo School of Accounting & Finance Alumni Association.
Michael Lu
Business Development Manager
RBC Global Asset Management
Michael is an inside wholesaler at RBC Global Asset Management (RBC GAM) serving the advisor channel. He maintains and develops relationships with 3rd party investment advisors in his territory, offering RBC GAM’s wide array of investment solutions to high net-worth retail clients. He is also a certified RBC GAM speaker for economic outlook and investment solution presentations. Prior to joining RBC GAM, Michael spent 4 years in a variety of roles including pension consulting, data science, and capital markets at a global consulting firm and a big five Canadian bank.In his spare time, Michael enjoys rock-climbing, playing Go, reading, and recently took up cooking as a hobby.Michael holds a Bachelor of Mathematics (Honors Co-op) from the University of Waterloo.
Alan Xiang
CFA, CAIA, MBA, MASc
Associate Investment Advisor
RBC Dominion Securities
Alan graduated from Zhejiang University in 2006 and moved to Canada to complete his first master’s degree in Chemical Engineering at Ecole Polytechnique de Montreal. He then obtained an MBA degree at the Rotman School of Management, University of Toronto, as well as later on the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.Currently Alan works as an associate investment advisor at RBC Dominion Securities. Prior to that, he was a senior analyst at TD Asset Management. Outside the office, Alan gives back to the community through various volunteer activities. He sits on the board of New Horizon Career Club (NHC) and serves as its president. He spends his spare time pursuing his interests in reading, travelling and landscape photography (website: alanxiang.weebly.com).
