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Alan Lo

Executive Leader - Business Growth and Development - Capital Advisory

Alan Lo, MBA, is a top-performing Executive Leader with a track record of over 10 years in identifying lucrative opportunities and driving growth for financial institutions and asset management firms.

He excels in developing and executing corporate strategies, showcasing exceptional capital raising capabilities, and is known as an influential change leader who can build consensus among senior executives and key decision-makers for executing transformative projects.

Alan is highly skilled in building relationships, fostering open communications, and creating high-performance work environments driven by integrity and passion.

A lifelong learner, Alan is dedicated to personal development and supporting the growth of business leaders by providing guidance and mentorship.

His educational background includes studies in Project Management at Ryerson University, a Bachelor of Fine Arts in Photography from York University, and an Executive MBA from Ivey Business School at Western University.

Alan's professional experience includes roles such as Managing Partner at Stratwell Strategic Solutions Inc., Advisor at Lozard Institute and Jamstack, Branch Manager at Pinnacle Wealth Brokers EMD, Founder/Principal at Stratwell Financial Management Inc., Senior Account Manager at Walton Capital Management, and Communications Specialist at HSBC InvestDirect.

Highlights

Apr 2 · linkedin

The SOCAP Open community voting is currently underway! 🇨🇦

Here are a few submissions I am aware of featuring Canadian participants. Please take a moment to vote and support these practitioners in showcasing their work on the SOCAP stage!

· Can a government fund catalyze impact measurement cohesion for a nation? https://lnkd.in/g-eHJUJe · Impact Acquisitions Funds: Surfing the ‘Silver Tsunami’ towards Regenerative Economic Transition https://lnkd.in/gfNXYwXG · No exit? Why are there so few acquisitions in the impact space? https://lnkd.in/gGZTgCvG · Prescribing parity - Bridging the gender health gap through cross-sector partnership https://lnkd.in/gGpcNksC · Public Purpose, Private Capital: Government’s role in Catalyzing Impact Investments https://lnkd.in/gcX4ua9d · St. Francis and the Angry Squirrel: Religious Wealth in the Age of Impact https://lnkd.in/gJEZhhet · Systemic Investment into urban nature and biodiversity https://lnkd.in/gJ8tjpv6 · To Support Systems Change, Change the System https://lnkd.in/gDbzrBA6 · The Untapped Power of Diversity in Angel Investments https://lnkd.in/gfvzxRgZ

Alan Lo
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Location

Vaughan, Ontario, Canada