Shan He, CFA®, CPA®, CA®SVP, Investment Counselor & Portfolio Manager
Shan serves as SVP, Investment Counselor and Portfolio Manager for Bay Street. With a passion for personal finance, she focuses on designing comprehensive financial planning strategy to help clients achieve their financial goals.
Prior to Bay Street, Shan has worked across North America and Asia in various industries within the finance and accounting field. She started her career at Ernst & Young working in the Assurance team where she provided financial due diligence for IPO, Mergers & Acquisitions and annual auditing on large energy corporations. After earning her master’s degree, Shan further developed her career in corporate finance and has worked in investment banking, private equity, venture capital, and corporate finance/strategy for BMO, Sun Life Financial, Economical Insurance & Tradeshift. Over the years, Shan has worked on a list of IPO/M&A/Equity & Debt financing/PE&VC deals with multi-billion dollars in transaction volumes globally. Shan also started her own consulting practice 8 years ago where she advised small/medium business owners on corporate development, finance/accounting matters and personal finance issues. She applies her expertise across corporate finance and her passion for personal finance and portfolio management to help families and institutions alike.
Shan has earned the Chartered Financial Analyst® (CFA®), Chartered Professional Accountant (CPA), and Chartered Accountant (CA) designations. She has a Master’s degree in Management and Professional Accounting (aka MBA in Accounting) from the University of Toronto, and a Bachelor’s degree in Economics from the University of International Business and Economics. She is fluent in English, Mandarin, & Cantonese.
Shan 担任 Bay Street 的高级副总裁、投资顾问和投资组合经理。凭借对个人理财的热情，她专注于设计全面的财务规划策略以帮助客户实现财务目标。
在加入 Bay Street 之前，Shan 曾于北美和亚州多个行业的金融和会计领域工作过。她的职业生涯始于安永(EY)会计师事务所的审计团队，为大型能源公司进行年度审计和上市/并购的财务尽职调查。在获得硕士学位后，Shan 进一步发展她的金融职业生涯，曾在投资银行、私募股权基金、风险投资基金和企业金融/战略领域工作，供职于BMO Capital Markets, Sun Life Financial, Economical Insurance, 和Tradeshift 等公司。多年来，Shan 参与了全球数十亿美元交易量的上市/并购/股权和债务融资/私募股权投资/风险投资。Shan女士还于 8 年前开始了自己的咨询业务，为中小型企业主提供有关企业发展、财务/会计事务和个人财务的咨询服务。她运用她在公司金融领域的专业知识以及对个人金融和投资组合管理的热情来帮助家庭和机构。
Shan 持有特许金融分析师® (CFA®)，特许专业会计师 (CPA) 和特许会计师 (CA) 的称号。她拥有多伦多大学的管理和专业会计硕士学位（又名会计MBA），以及对外经济贸易大学的经济学学士学位。她精通英语、普通话和粤语。