Hon Kan LAI
Toronto,ON
Summary
Seasoned financial planning and legal support professional with over 20 years of experience in insurance, conveyancing, and client advisory services. Fluent in both written and spoken English, Mandarin, and Cantonese. A good team player, mature, well-organized, responsible, independent, flexible, and able to multitask.
Overview
44
44
years of professional experience
Work History
Chief Conveyancing Officer
Messrs. Yuen and Partner, Solicitors
01.1998
- Supervised a team responsible for executing full-cycle conveyancing transactions for commercial and private properties.
- Reviewed and finalized documentation, including land searches, title verifications, mortgages, and registrations with the Land Registry.
- Liaised with clients, banks, and legal counterparts to ensure accurate and timely completion of property transactions.
Senior Financial Planning Manager
Manulife (International) Limited
01.1998 - 01.2025
- Provided tailored financial solutions to clients, focusing on insurance, personal investments, and family protection planning.
- Built and maintained long-term client relationships, advising on evolving financial needs.
- Accomplished high sales performance by consistently meeting quarterly insurance product targets through strategic client engagement.
- Ensured full compliance with regulatory requirements and internal policies in all advisory activities.
- Conducted financial planning seminars and training sessions to educate clients and junior team members on investment strategies.
Assistant Account Executive, Conveyancing Department
Messrs. Gallant Y.T Ho & Co., Solicitors
01.1997 - 01.1998
- Independently prepared and processed legal documents for residential and commercial conveyancing.
- Conducted preliminary title and land registry searches for property transactions.
- Coordinated with clients and external parties to address documentation queries and ensure compliance.
Senior Legal Assistant, Conveyancing Department
Messrs. Lo & Lo, Solicitors
01.1995 - 01.1997
- Assisted in drafting and reviewing legal documents related to property sales and purchases.
- Supported solicitors in handling client inquiries and preparing transaction schedules.
- Managed administrative follow-up for registrations and filings with the Land Registry.
Conveyancing Executive
Messrs. Robin Bridge & John Liu, Solicitors
01.1991 - 01.1995
- Oversaw property transaction processes including legal documentation and liaison with clients.
- Ensured the accuracy and completeness of title documents and search results.
- Assisted in resolution of property registration issues and discrepancies.
Senior Conveyancing Clerk
Messrs. Helen A. Lo & Co., Solicitors
01.1989 - 01.1991
- Prepared and compiled documents for conveyancing deals involving residential properties.
- Worked directly under a senior solicitor to ensure proper compliance with legal procedures.
- Maintained organized records for ongoing and closed cases.
Conveyancing Clerk
Messrs. Woo, Kwan, Lee & Lo, Solicitors
01.1981 - 01.1989
- Drafted routine legal documents for conveyancing under solicitor supervision.
- Carried out clerical duties including document filing, case tracking, and follow-up correspondence.
- Supported senior staff in various phases of legal property transactions.
Education
Diploma - Professional Financial Planning for Insurance Practitioners
City University of Hong Kong
Hong Kong01.2007
Certificate - Legal Studies (Year 1)
School of Professional and Continuing Education, University of Hong Kong
Hong Kong01.1996
Hong Kong Common Examination - undefined
Matteo Ricci College
Hong Kong01.1980
Skills
- MS Office 套件（Outlook、Word、PowerPoint、Excel）
- Google Suites（Google Mail、Google Forms、Google Sheet、Google Docs）
- 客戶溝通
- 法律文件準備
- 時間管理
- 中文打字
- 財務規劃
- 團隊領導
- 保險諮詢
- 土地註冊處備案
Languages
Spoken: English, Cantonese, Mandarin
Written: English, Chinese
English
Elementary
Timeline
Chief Conveyancing Officer
Messrs. Yuen and Partner, Solicitors
01.1998
Senior Financial Planning Manager
Manulife (International) Limited
01.1998 - 01.2025
Assistant Account Executive, Conveyancing Department
Messrs. Gallant Y.T Ho & Co., Solicitors
01.1997 - 01.1998
Senior Legal Assistant, Conveyancing Department
Messrs. Lo & Lo, Solicitors
01.1995 - 01.1997
Conveyancing Executive
Messrs. Robin Bridge & John Liu, Solicitors
01.1991 - 01.1995
Senior Conveyancing Clerk
Messrs. Helen A. Lo & Co., Solicitors
01.1989 - 01.1991
Conveyancing Clerk
Messrs. Woo, Kwan, Lee & Lo, Solicitors
01.1981 - 01.1989
Diploma - Professional Financial Planning for Insurance Practitioners
City University of Hong Kong
Certificate - Legal Studies (Year 1)
School of Professional and Continuing Education, University of Hong Kong
Hong Kong Common Examination - undefined
Matteo Ricci College
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