UTFAN is organized by a team of University of Toronto alumni who are passionate about creating a platform where fellow alumni can benefit from strengthened networks, industry skills training, and career development programs.
We are at different stages of our career and our experiences span across a wide range of areas in finance. Get to know us better through our biographies below.
Chi is an Investment Analyst at Manulife Asset Management. Prior to joining Manulife, she has completed private equity internships at the Canada Pension Plan Investment Board and Highland Creek Partners. She also passed the CFA level 1 and the CSC exam. She graduated with a B.Com degree from the Rotman Commerce program at the University of Toronto in 2015.
While at U of T, she was the Vice President of Hart House Investment Club and a member of Women in Capital Markets. In her spare time, she volunteered part-time at NPOs including Framework and the Network of Angel Organizations – Ontario, in the art and finance industry respectively. She was also a recipient of the prestigious Brookfield Peter F. Bronfman Leadership Scholarship.
Nancy is an Analyst at the Institutional Client Business group at BlackRock. She oversees the day-to-day business of the institutional sales team and works closely with the team’s COO to ensure that the group, including its client, investment, risk and technology functions, have the necessary connectivity, coordination and operating processes. Prior to joining BlackRock, she has completed an internship at the Global Services Finance team at Manulife Financial.
Nancy graduated from U of T with high distinction with a B.Com degree in Finance & Economics. She was actively involved with various student committees while in school, for example the Annesley Hall Residence President Council and Rotman Commerce Student Association. She was also an exchange student at the University of Hong Kong and was a recipient of the Hong Kong Alumni Association Cultural Heritage Award.
Linda is a Senior Actuarial Analyst of the Actuarial Consulting Group at Sun Life Financial where she interacts with various actuarial functions and works on special projects to help businesses move forward. Linda has been with Sun Life for 2 years and prior to her current role, she worked as a pricing actuary in Defined Benefit Solutions, providing innovative pension de-risking strategies for some of Canada’s biggest employers. She was also instrumental in the first North America longevity insurance transaction with BCE Inc. ($5 billion of liabilities).
Linda graduated with Honours Bachelor degree of Science from the Actuarial Science and Statistics program at U of T. She was actively involved with various student committees while in school including AIESEC Toronto, Rational Capital Investment Fund, and U of T Actuarial Science Club. Linda was the U of T Delegate at the Actuarial Students National Association (ASNA) and served on the Executives team from 2012 – 2013.
Haipeng is a Treasury Dealer of China Construction Bank in Toronto where he provides liquidity to the Bank through ForEx, Money Market and Fixed Income trades. In this capacity, he also promotes the Renminbi Qualified Foreign Institutional Investor (RQFII) Program in Canada. Prior to China Construction Bank, Haipeng was a Fixed Income Analyst at CIBC World Markets Inc., where he acted as the subject matter expert in fixed income analytics and provided sales and traders with ideas through analytics platforms.
Haipeng earned a Master of Finance (MFin) from Queen’s University in 2014 and a Bachelor of Business Administration (BBA) in Finance (Co-op) from University of Toronto in 2009. He served on the Board of Directors and the Chair of Standing Committee on Finance and Service for the Scarborough Campus Student Union (SCSU) 2005-2006.
Eva currently works as an investment analyst in Manulife Financial. Part of a two-year rotational program, she has worked with the Canadian Private Debt team, the Canadian Public Fixed Income team and is currently in the Private Assets and Portfolio Management team of Manulife Asia.
Eva graduated from University of Toronto in June 2014 with a Bachelor of Commerce in Finance & Economics.
Ming is the Senior Manager of Global Banking and Markets Compliance at Scotiabank, where he acts as the subject matter expert and liaison between the Toronto head office and the compliance teams in Asia Pacific and the Middle East. His areas of focus include the initiation, planning, execution, control and rollout of bank-wide and regional Anti-Money Laundering (AML) and Counter-Terrorism Financing (CTF) initiatives. Prior to Scotiabank, Ming was a Product Manager at Scotia iTRADE Inc (formerly known as eTRADE Canada Inc), where he held the business advisory role and was responsible for product development and project management of the online brokerage trading platforms of Scotia iTRADE. Prior roles included Senior Manager, Project Management and Operational Support in Scotia Capital, where he was involved in the creation of the Project Management Office and the administration and governance of project initiatives.
Ming graduated from U of T with a BSc and went on to earn an LLM specialized in securities law and corporate law from York University’s Osgoode Hall Law School, and an MBA majoring in financial services from Dalhousie University. In 2008, Ming earned his Financial Risk Manager (FRM®) from the Global Association of Risk Professionals (GARP), and currently serves as a member of the GARP Toronto Chapter Committee. He holds the Chartered Financial Analyst (CFA) designation and is a Fellow of the Canadian Securities Institute, and an Associate of the Institute of Canadian Bankers.