default image
Investment Banking Executive Director
Investment Banking Executive Director
New mentor!
Member since 2025
  • Toronto
  • Hong Kong
About the mentor

With over 15 years of leadership experience in investment strategy, cross-border M&A, and portfolio management, I bring a unique global perspective shaped by professional journeys through Hong Kong, Mainland China, the UK, and now Canada. I’ve held executive roles across top-tier institutions such as China Development Bank, Unisplendour, and Barclays, culminating in my current position as Chief Investment Officer at top family office running globally yet rooted in HK.


 

I specialize in guiding early-stage investment decisions, managing complex deal structures, and fostering sustainable growth across industries ranging from new energy to technology. As a former CFO and Investment Director, I’ve built deep expertise in corporate finance, ESG investing, and stakeholder relations. My background in both institutional finance and public sector strategy gives me a well-rounded understanding of the global investment landscape.


 

Now based in Ottawa and pursuing my third Master’s degree, I’m passionate about mentoring the next generation of finance professionals—especially those navigating international transitions, career pivots, or cross-cultural business environments. I also bring experience as a certified national interpreter and an advocate for communication excellence in finance.


 

Whether you’re preparing for interviews, exploring career paths, or looking for insight into the realities of international finance, I’m excited to support you on your journey.


 

Expertise
  • Corporate Finance
What is WSO Academy?

Intense 12-week program to dramatically improve your odds at landing a high finance offer.

  • Lifetime access to exclusive networking resources and support community to help you land interviews.
  • 300+ hours of courses to train and polish your skills to help ace your interviews.
  • Direct calendar access to our most helpful 120+ Head Mentors.
Why Anonymous?

Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.

Frequently Asked Questions

Can’t find an answer? Please send an email to [email protected]

person
person

Get direct access to our best mentors as part of WSO Academy

12 week program to dramatically improve your odds of landing a high finance job offer