Executive Team

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Female Exec

Louise Tam, President

Louise was appointed President in November 2004.  Prior to this appointment, she was with Investment Planning Counsel working with high net worth clients as their Financial Planner high net worth clients as their Financial Planner.

In 2000, Louise was a Vice-President at Trillium Financial Group working with a group of independent Financial Advisors.

Prior to working in the independent financial services field, Louise had a distinguished career in Personal and Small Business Banking. From 1989 to 1999, Louise was with the Royal Bank of Canada as an Account Manager. During this time, she won numerous awards for her outstanding sales and service.

Louise graduated from the University of Windsor in 1987 with a Bachelor of Arts degree. She has also completed many professional financial industry courses over her 16 years of financial services experience.

In 2001, Louise was awarded a certificate as the chair of the Association of Chinese Canadian Entrepreneurs. Along with volunteering her time for many worthwhile organizations, Louise is an avid badminton player.

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Male Exec

Bob Lau, President of Investments

Bob has been Vice President of Investments since March 2005.  He is responsible for the Investment Division and oversees a team of Financial Advisors.

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Female Exec

Kelly Tsang, Vice President

Kelly has been Vice President of Training since June 2005.  She is responsible for the Training and Development Department and is instrumental in the set up of all corporate training initiatives.

Before entering the financial services field, Kelly worked as a Program Director setting up programs to help high school students to achieve academically.

Kelly graduated from the University of Western Ontario with a Bachelor of Arts degree. Upon completion of her undergraduate work, Kelly completed her Master’s of Education from McGill University.

She has worked in many social and community projects involving: youth, homelessness, battered women, and mental health promotion. Kelly has coordinated and managed several large projects and training programs over the past five years, and remains committed to developing programs that meet the needs of the population.

In her spare time, she tutors children and provides ESL classes.

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Male Exec

Eugene Chiu, C.I.O

Eugene was appointed Chief Information Officer in November 2004. He is responsible for the Information and Technology Department.

Eugene worked with KPMG Risk Management Division as a consultant. He performed risk assessment on site, interviewed management staff and overhauled the project management process. Eugene was responsible for preparing assessment reports and making recommendations.

Prior to working with KPMG, Eugene worked for Ontario Municipal Employee Retirement System (OMERS), one of the largest pension funds in Canada, for 6 years as an in-house system consultant and project manager. He worked with the Investment Division, Pension Division within OMERS over the years as well as managing and implementing many high profile projects. He has extensive experience in financial and investment systems.

He graduated from McGill University with a Bachelor of Science degree and minor in Management.

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