Alan Xiang, CFA, CAIA, MBA, MASc
President of New Horizon Club
Associate Investment Advisor, RBC Dominion Securities
Alan is currently an Associate Investment Advisor at RBC Dominion Securities, previously a senior analyst at TD Asset Management. He obtained his MBA degree from Rotman School of Management at University of Toronto. Prior to that, he was a chemical engineer after obtaining his B.Eng. degree from Zhejiang University, China and master degree from École Polytechnique de Montréal, Canada.
Alan enjoys traveling and landscape photography. Personal website: alanxiang.weebly.com
Cathy Li, CFA, CMA, MBA
Board Member of New Horizon Club
Portfolio Manager, Investment Advisor at RBC Dominion Securities
Cathy is an experienced investment advisor and portfolio manager at RBC Wealth Management Dominion Securities. With over 20 years of experience within the banking industry in both Canada and China, she has a deep understanding of retail banking, commercial banking and wealth management in various capacities such as risk management, product management and business development. In her current role as an associate portfolio manager, Cathy offers tax-efficient wealth management solutions to both high-net-worth individuals and business owners.
Additionally, Cathy has impressive community involvement and generously volunteers her time to help others. She currently sits on the board of New Horizons Career Club and Jiangsu International Business Association. She is also an active volunteer for the Schulich MBA mentorship program. In her spare time, she enjoys running with her two young boys.
Michael Wang, MBA, CFA
Board Member of New Horizon Club
Executive Director at Morgan Stanley, International Wealth Management and Private Bank
Michael provides comprehensive financial solutions to serve High-net-worth international clients. Prior to joining Morgan Stanley, Michael held several senior positions in finance industry. He was Managing Director, Head of Corporate Banking at China Construction Bank (Canada). Michael immigrated to Canada in 2000 and began his career in the finance sector with RBC Capital Markets in 2006, and has held progressively senior positions in capital markets, commercial banking, venture capital, private equity firms and most recently, private banking.
Based in Toronto, Michael had worked in Europe and Asia. Through his professional practices, Michael is closely engaged into local business community and has great contribution to the Asian community in Toronto. As one of the few truly bi-cultural and bilingual bankers on Bay street, Michael is well-connected in Corporate Canada and Corporate China at the same time. He is the go-to person for business and financial advises by many Chinese enterprises. In addition to the Canadian Club of Toronto, Michael sits on the board of New Horizon Career Club and Invest Canada Alliance.
Michael was born in Beijing, China; holds a bachelor degree of Electrical Engineering and gained his MBA from Queen’s University in Kingston, Ontario. Michael is a CFA charter holder.
Ava Huang, CFP
Board Member of New Horizon Club
Financial Planner, TD Wealth
Ava currently works as Financial Planner at TD Wealth and provides dedicated wealth management solutions to high value clients. She has a deep understanding of retail banking and wealth management including investment planning, retirement planning, estate planning, tax planning and credit planning. Ava holds Master degree from Smith Business School at Queen’s University and Honors Bachelor degree from University of Waterloo. Ava is also Certified Financial Planner® by Financial Planning Canada.
Ava is an active advisor in NHC Retail Banking Workshops and Seminars. she also oversees NHC fund rising events. In her spare time, she enjoys travels and spend time with family and friends.
Linna Li, MFin
Board Member of New Horizon Club
Associate Director, Market Risk, RBC Capital Markets
Linna works at RBC Market Risk team mostly covering capital market businesses with a focus on fixed income trading products, funding and liquidity businesses. Linna holds a B.Com in Finance & Economics from the University of Toronto and a Master of Finance degree from the Smith School of Business at Queen’s University.
Outside from work, Linna has been actively volunteering and taking leadership roles in the New Horizon Career Club. She oversees and manages NHC functional groups, such as interview support, job opportunities sharing and non-for-profit partnerships. In her spare time, she enjoys movies, travels and muay thai kickboxing. She has been an active festival volunteer with Toronto International Film Festival (TIFF) since 2013.
Lian Duan, MBA, ERP
Board Member of New Horizon Club
Senior Director, China Merchants Bank
Lian holds MBA degree from Schulich Business School with specialization in Finance and Financial Engineering. With over 10 years’ experience in financial services and trading market, she has a deep understanding across market risk management, equity & commodity derivatives, fixed income, commodity product control and etc. Lian is also mastered in data analysis, mathematical modeling and calculation, and practical application of financial engineering risk management models.
Lian was a product manager of RBC capital markets before joining China Merchants Bank, mainly responsible for risk and profit management of bulk commodity trading, which covers crude oil, natural gas, power, carbon and agricultural product.
As the president of New Horizon Club, Lian has been dedicated in various planning and management functions in the association. Under the leadership of Lian, NHC has grown into the most influential young professional career development club in GTA area.
Rose Jin, MBA
Board Member of New Horizon Club
Partner, Shanghai Voya Capital
Ms. Rose Jin is currently CEO of Shanghai Palace Realty and Director of SHMBA Finance Committee. Ms. Rose has a wide range of business experience, at home and abroad, with 10 year Corporate Banking on Bay Street and 8 years real estate brokerage in North America to investment banking and asset management in China.
Rose is a founding Director of NHC, one of the first group of mentors who has contributed significantly on the direction of NHC and strategies building. In 2014, she became the Deputy Chief Economist at Huayi Group in Shanghai and then a General Manager at Capital Market Group of Central China Securities. Currently, Rose is a partner of Shanghai Voya Capital and CEO of Shanghai Palace Realty specialized in Dubai property investments. Rose is a registered Fund Manager in China. She is a Director at SHMBA, comprised of top 100 business schools worldwide, sitting on the Finance Committee.
Rose received her MBA in 1995 from Rotman School of Business, University of Toronto. She has co-translated John Hull’s book “Risk Management and Financial Institutions.