SERVICES FINANCIERS & PLACEMENTS
Financial Services & Investments
Titre(s)/Designation(s):B.Comm., F.I.C.B.
Occupation:Banker
Spécialisation/Specialization:Commercial banking and
credit policy
P.P.S.A. legislations in common law provinces
Langues/Languages:English, French, Chinese
Institution/Enterprise:
National Bank of Canada
National Bank Tower
600 rue de la Gauchetière Ouest
Montreal, Quebec H3B 4L2
Téléphone:(514) 394-5000 ext.5682
Télécopieur/Fax:(514) 274-0568
Types d'interventions/Experiences:
-
Represent the Bank at meetings at the Canadian
Bankers Association
-
Meetings with Minister of Indian Affairs, Minister
of Finance, Industry Canada and Secretary of State in Financial Institutions
Titre(s)/Designation(s):President, M.Sc. (Geology)
Occupation:Businessman (Import & Export)
Spécialisation/Specialization:International Trade
Langues/Languages:English, Chinese
Institution/Enterprise:
Formosa International Inc.
2227 Fleming Rd.
T.M.R., Quebec H3P 2N2
Téléphone:(514) 731-1316
Télécopieur/Fax:(514) 731-5772
Types d'interventions/Experiences:
-
Exploration consultant - Uranium
-
Geological consultant - Oil & Gas
-
Import & Export - General merchandise
Titre(s)/Designation(s):A.I.C.B., designating P.F.P.,
C.F.A. - Level I cand., Certificate in Management, Independent Business Account
Management Diploma (Royal Bank)
Occupation:Assistant Manager, Lending Services
Spécialisation/Specialization:Retail and commercial
banking, Private Banking Investment, Personal Financial Planning
Langues/Languages:English, French, Cantonese, Toi-san
Institution/Enterprise:
TD Asset Management Inc.
Place Canada Trust
999 de Maisonneuve Blvd West
Montreal, Quebec H3A 3L4
Téléphone:(514) 847-4300 Ext 250
Télécopieur/Fax:(514) 847-8955
Types d'interventions/Experiences:
-
(1994-95) Business Account Manager trainee, Royal
Bank
-
(1993-94) Manager, Asian Markets (Quebec), Royal
Bank
-
(1992-93) Manager, Asian Banking, Royal Bank;
opened first RBC Asian Banking Centre in Brossard
-
(1991-92) Independent Business Account Manager
trainee, Royal Bank
-
(1985-91) Assistant Manager, Accounting & Financial
Reporting, Republic National Bank of New York (Canada)
-
(1981-84) Freight Accountant, Montreal Shipping
Inc. for Hapag Lloyd & Mitsui O.S.K. Lines
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Served on the board on CRARR, 1993 Hong Kong-Canada
Festival Committee, 1994 Montreal
-
Chinese Annual Ball Committee
Titre(s)/Designation(s):FLMI
Occupation:Life and health insurance agent, mutual
funds representative
Spécialisation/Specialization:Insurance and
investment
Langues/Languages:English, French, Cantonese
Institution/Enterprise:
Sun Life of Canada
940 - 1155 Metcalfe St.
Montreal, Quebec H9J 2X7
Téléphone:(514) 866-3977, ext. 5625
Télécopieur/Fax:(514) 866-8193
Types d'interventions/Experiences:
-
Twelve years with Sun Life of Canada, specializing
in computer information systems,
-
systems development, and project management
-
Currently involved in financial services industry
ranging from investments to insurance
Titre(s)/Designation(s):M.B.A. (Western Ontario)
Occupation:Investment Advisor
Spécialisation/Specialization:North American and
International investments in bonds, equities, options and mutual funds
Langues//Languages:English, Cantonese, Portuguese,
French, Spanish
Institution/Enterprise:
RBC Dominion Securities
1 Place Ville Marie, suite 300
Montreal, Quebec H3B 4R8
Téléphone:(514) 878-7092
Télécopieur/Fax:(514) 878-7070
Internet: n/a
Types d'interventions/Experiences:
n/a
Titre(s)/Designation(s):
Occupation: Branch Manager
Spécialisation/Specialization: Banking
Langues/Languages:English, French, Cantonese
Institution/Enterprise:
Hong Kong Bank of Canada
88 René-Lévesque O.
Montreal, Quebec H2Z 1A2
Téléphone:(514) 393-1626
Télécopieur/Fax:(514) 393-9197
Internet:n/a
Types d'interventions/Experiences: