Associate Portfolio Manager
CFA
Gang has over eleven years of experience in the financial service industry with proven expertise in financial risk management, investment accounting, mutual fund operations, quantitative equity strategy, investment performance analysis, along with institutional and high-net-worth client portfolio management.
Gang attended the University of Manitoba, where he graduated in 2009 from Asper School of Business with a Bachelor of Commerce (Honours) degree with Distinction, double majoring in Finance and Accounting.
After spending almost three years practicing treasury risk management at the Canadian Wheat Board, Gang joined a global investment firm headquartered in Winnipeg. After spending close to two years as Senior Investment Accountant, he had an opportunity to join the firm's investment management division and spent over four years managing high-net-worth and institutional client portfolios and also a number of equity mandates within the firm's mutual fund portfolios.
During 2015 to 2017, his commitment to continuous education earned him the Chartered Financial Analyst® (CFA®) designation. In 2018, his passion towards investment again motivated him to obtain another designation – Certificate in Investment Performance Measurement® (CIPM®). Earning both globally recognized designations conferred by the CFA Institute not only is an indication of his commitment, passion, and aspiration towards his career objectives, but also a recognition of experiences and expertise in both investment and wealth management practices. From 2017 to 2018, his particular interest in Financial Technology (FinTech) inspired him to obtain a FinTech Certificate from Saïd Business School, University of Oxford. Passionate about all aspects of wealth management, Gang is currently enrolled in the CFP® Professional Education Program, which is a pre-requisite program for investment professionals to ultimately obtain the Certified Financial Planner® (CFP®) designation. He is also a Life Insurance Advisor through TD Wealth Insurance Services.
Away from his office, Gang has been actively volunteering at CFA Society Winnipeg promoting the CFA designation and the CFA Institute Code of Ethics and Standards of Professional Conduct to university students, the public, and the global investment community.
