Investing for Young Professionals is a series launched by the Young Professionals Committee of The Canadian Chamber of Commerce in Hong Kong in 2017. Part 1: Investing 101 was a huge success and provided an introduction to investing by Mary Leung, Head of Standards and Advocacy, APAC at CFA Institute. Part 2 further educated young professionals by featuring personal stories of investing success and pitfalls from financial industry experts. Our goal was to prove attendees with a framework to understand investment decisions Part 3 we will focus on how to choose a financial advisor and company to work with. Expansion of the topic:
Why do I need a financial advisor? Advantages and disadvantages of an advisor over self- investing.
How to find a good advisor or good company to invest with? What research can I do?
Manager, Society Relation at Asia-Pacific CFA Institute
Mr. William Boivin is the manager of Society Relations for the Asia-Pacific region at CFA Institute, the global association of investment professionals that sets the standard for professional excellence and credentials.
William is responsible for CFA Institute’s strategy and business management in over twenty countries within the Asia-Pacific region which entails working in partnership with each national board of directors, capital markets regulatory agencies, universities, and major investment management firms to develop our country strategic objectives and business plans. Furthermore, William supports local office personnel in the implementation of the national business plans.
William has eight years of experience in the association management & consulting industry and has held positions in both trade and professional associations. Prior to joining CFA Institute in Hong Kong, Mr. Boivin was based in Singapore and responsible for developing chapter relations for the Project Management Institute (PMI) in the Southeast Asia and Australasia regions. William holds a Bachelor of Commerce from Concordia University in Montreal, Canada. In addition, he holds the Project Management Professional (PMP) designation, the Certificate in Association Management (CPAM) from the American Society of Association Executives (ASAE), and the CFA Institute Investment Foundations Certificate. He is an active member of ASAE, PMI, and the Canadian Chamber of Commerce in Hong Kong.
Managing Partner at CF Wealth Management, a Partner Practice of St James’s Place Wealth Management
Gareth has over 20 years’ experience helping expatriates in Asia manage their finances. He is the Managing Partner of CF Wealth Management, a Partner Practice of St James’s Place Wealth Management, with offices in both the UK and Hong Kong.