Yvonne Lau
Profile
Ms. Yvonne Lau, CFA, is an Analyst at Scotia Institutional Asset Management US Ltd.
Prior to joining Scotia Institutional in 2013, Ms. Lau was employed as Senior Investment Analyst by CI Investments, Inc., Equity Research Associate at BMO Nesbitt Burns, Inc., and an Investment Banking Analyst at HSBC Bank Plc.
Ms. Lau received her Bachelor of Commerce degree with Honours from Queen's University.
She is a Chartered Financial Analyst.
Former positions of Yvonne Lau
Companies | Position | End |
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Scotia Institutional Asset Management US Ltd.
Scotia Institutional Asset Management US Ltd. Investment ManagersFinance Scotia Institutional Asset Management US Ltd. (SIAM US) is a registered investment advisor headquartered in Toronto, Ontario and was founded in 1995. The firm is a direct subsidiary of 1985275 Ontario, Inc. and an indirect, wholly-owned subsidiary of The Bank of Nova Scotia (NYSE: BNS). SIAM US provides investment advisory and investment management services to high-net worth individuals and institutional clients through a number of different types of accounts. They may also provide investment management services to personal holding corporations, estates and trusts. SIAM US offers a variety of investment strategies to open-end investment companies, hedge funds, tax-exempt employee benefit plans, other tax exempt plans, institutional accounts of corporate sponsored entities, as well as foundations and other charitable endowments. SIAM US also serves as investment sub-advisor to registered investment companies registered under the Investment Company Act of 1940. | Analyst-Equity | - |
BMO Nesbitt Burns, Inc. (Investment Management)
BMO Nesbitt Burns, Inc. (Investment Management) Investment ManagersFinance BMO Nesbitt Burns, Inc. (Investment Management) (BMO Nesbitt-IM) is the investment management division of BMO Nesbitt Burns, Inc., an investment company headquartered in Toronto, Ontario. The firm is a subsidiary of BMO Nesbitt Burns Holdings Corp., ultimately owned by Bank of Montreal (NYSE, TSX: BMO). BMO Nesbitt-IM provides wealth management services to individuals, families, businesses and institutions. | Analyst-Equity | - |
HSBC Bank Plc
HSBC Bank Plc Major BanksFinance HSBC Bank Plc provides commercial banking and financial services. It operates in four businesses: Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Global Private Banking. The Retail Banking and Wealth Management business offers personal banking, mortgages, loans, credit cards, savings and investments and insurance services. The Commercial Banking business offers financial products and services to enable them to operate efficiently and meet their business aspirations. The Global Banking and Markets business offers capital financing, transaction and advisory banking services, trade, research, securities services and global liquidity and cash management. The Global Private Banking business offers investment management, incorporating advisory, discretionary and brokerage, private wealth solutions, comprising trusts and estate planning services. The company was founded in 1865 and is headquartered in London, the United Kingdom. | Corporate Officer/Principal | - |
CI Investments, Inc.
CI Investments, Inc. Investment ManagersFinance CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds. | Analyst-Equity | - |
Training of Yvonne Lau
Queen's University | Undergraduate Degree |
Experiences
Positions held
Linked companies
Private companies | 4 |
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HSBC Bank Plc
HSBC Bank Plc Major BanksFinance HSBC Bank Plc provides commercial banking and financial services. It operates in four businesses: Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Global Private Banking. The Retail Banking and Wealth Management business offers personal banking, mortgages, loans, credit cards, savings and investments and insurance services. The Commercial Banking business offers financial products and services to enable them to operate efficiently and meet their business aspirations. The Global Banking and Markets business offers capital financing, transaction and advisory banking services, trade, research, securities services and global liquidity and cash management. The Global Private Banking business offers investment management, incorporating advisory, discretionary and brokerage, private wealth solutions, comprising trusts and estate planning services. The company was founded in 1865 and is headquartered in London, the United Kingdom. | Finance |
CI Investments, Inc.
CI Investments, Inc. Investment ManagersFinance CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds. | Finance |
Scotia Institutional Asset Management US Ltd.
Scotia Institutional Asset Management US Ltd. Investment ManagersFinance Scotia Institutional Asset Management US Ltd. (SIAM US) is a registered investment advisor headquartered in Toronto, Ontario and was founded in 1995. The firm is a direct subsidiary of 1985275 Ontario, Inc. and an indirect, wholly-owned subsidiary of The Bank of Nova Scotia (NYSE: BNS). SIAM US provides investment advisory and investment management services to high-net worth individuals and institutional clients through a number of different types of accounts. They may also provide investment management services to personal holding corporations, estates and trusts. SIAM US offers a variety of investment strategies to open-end investment companies, hedge funds, tax-exempt employee benefit plans, other tax exempt plans, institutional accounts of corporate sponsored entities, as well as foundations and other charitable endowments. SIAM US also serves as investment sub-advisor to registered investment companies registered under the Investment Company Act of 1940. | Finance |
BMO Nesbitt Burns, Inc. (Investment Management)
BMO Nesbitt Burns, Inc. (Investment Management) Investment ManagersFinance BMO Nesbitt Burns, Inc. (Investment Management) (BMO Nesbitt-IM) is the investment management division of BMO Nesbitt Burns, Inc., an investment company headquartered in Toronto, Ontario. The firm is a subsidiary of BMO Nesbitt Burns Holdings Corp., ultimately owned by Bank of Montreal (NYSE, TSX: BMO). BMO Nesbitt-IM provides wealth management services to individuals, families, businesses and institutions. | Finance |
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