Accomplished finance professional with extensive experience in financial planning,investment management, and corporate governance. Expertise in strategic business development, regulatory compliance, and leadership in complex international markets. Proven track record in insurance brokerage, real estate investments, and managing diverse portfolios. Fluent in Mandarin, Cantonese, and English.
Overview
16
16
years of professional experience
Work History
Managing Director
Owl of Minerva Holding Limited
Hong Kong
01.2020 - Current
Oversee diversified international investments across the hospitality, real estate, and insurance sectors
Spearhead investments in European hospitality projects, including a portfolio of luxury hotels and restaurant chains in Italy, achieving significant operational efficiencies
Leverage financial expertise to secure cross-border funding and optimize investment performance
Chief Financial Officer / Head of Real Estate Investment
Sky Horizon Group
Toronto, Canada
01.2016 - Current
Lead financial oversight for the company's real estate investment operations in Canada, focusing on commercial, residential, and mixed-use property developments
Develop sophisticated financial models to assess investment opportunities, resulting in a20% increase in returns across the real estate portfolio
Partner with global investors and banks to raise capital for strategic property acquisitions and development
Negotiate complex financial agreements, ensuring compliance with Canadian regulatory frameworks
Responsible Officer / Director
Commonwealth International Limited (Insurance Broker)
Hong Kong
01.2015 - Current
Lead business operations and growth strategy for an insurance brokerage specializing in risk management solutions for corporate and high-net-worth individuals.s
Achieve consistent year-on-year growth through strategic marketing and high-standard compliance management in alignment with Insurance Authority regulations.
Developed and implemented sales strategies that contributed to a 30% increase in annual revenue
Oversee multi-department management, ensuring compliance standards were continuously updated to reflect market and regulatory changes
Manage relationships with major financial institutions, ensuring optimized client servicesand institutional partnerships
Associate Director
GET Financial Limited
Hong Kong
01.2012 - 01.2014
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President Assistant
Hunan JingJi Property Investment LTD
Hunan, China
01.2011 - 01.2012
Supported the strategic development and execution of large-scale property investments inChina
Conducted comprehensive market analysis on land value, demographics, and commercial potential, informing multi-million-dollar investment decisions
Coordinated project development from conceptual planning to execution, collaborating with legal, marketing, and operations teams to drive project success
Mutual Fund Advisor / Premium Banker
HSBC Bank Canada
, Canada
01.2009 - 01.2011
Provided financial and investment advisory services, managing a $50M portfolio of high-net-worth clients
Consistently ranked in the top 10% for sales performance, delivering tailored investment solutions, and achieving client satisfaction ratings of 98%.
Built and maintained strong client relationships through personalized service andstrategic financial planning
Actively participated in corporate social responsibility initiatives, representing HSBC at industry and community events
Education
Bachelor of Arts - Economics
University of British Columbia
BC, Canada
01.2009
Skills
Financial Analysis & Modeling
Budgeting & Forecasting
Risk Management
Investment Management
Strategic Planning
Corporate Finance
Regulatory Compliance
Cross-functional Leadership
Timeline
Managing Director
Owl of Minerva Holding Limited
01.2020 - Current
Chief Financial Officer / Head of Real Estate Investment
Sky Horizon Group
01.2016 - Current
Responsible Officer / Director
Commonwealth International Limited (Insurance Broker)
Chartered Accountant /Senior Internal Auditor at Engineer and Mehta (Minerva India Advisors Private Limited)Chartered Accountant /Senior Internal Auditor at Engineer and Mehta (Minerva India Advisors Private Limited)