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Wallace Luk Location
Toronto, ON, CA
Wallace Luk Work
Project Manager - Strategy and Business Optimization @ (February 2022 - Present)
Officer, Client Service and Operations (Client Delivery Management) @ (January 2019 - February 2022)
Officer, Client Services and Operations @ (January 2017 - December 2019)
Manager, Client Service and Operations @ (January 2014 - December 2017)
Officer, Client Services and Operations @ (January 2017 - January 2019)
Senior, Investment Management Representative @ (January 2012 - December 2013)
Manager, Client Service and Operations @ (January 2014 - January 2017)
Team Lead, Client Service and Operations @ (January 2013 - January 2014)
Senior, Investment Management Representative @ (January 2012 - January 2013)
Team Lead, Client Service and Operations @ (January 2013 - December 2014)
Junior, Investment Management Representative @ (January 2010 - December 2012)
Junior, Investment Management Representative @ (January 2010 - January 2012)
Personal Banker @ (January 2010 - January 2010)
Personal Banker @ (January 2010 - December 2010)
Financial Planner @ Capital World Financial (January 2010 - December 2010)
Financial Planner @ Capital World Financial (January 2010 - January 2010)
Wallace Luk Education
University of Toronto - Rotman School of Management
Bachelor of Commerce (BCom) (Accounting and Finance)
Chartered Professional Accountants of Canada (CPA Canada)
CPA, CMA
2014
Institute of Project Management
PMP
2020
Wallace Luk Skills
Financial Analysis
Financial Modeling
Financial Reporting
IFRS
Mutual Funds
Accounting
Strategic Financial Planning
Investments
Valuation
Microsoft Excel
Investment Strategies
Retirement Planning
Client Liaison
Manage Client Relationships
Financial Services
CMA
Client Services
Finance
Strategic Planning
Microsoft Office
Credit
Investment Management
Wallace Luk Summary
Wallace Luk, based in Toronto, ON, CA, is currently a Project Manager - Strategy and Business Optimization at Manulife. Wallace Luk brings experience from previous roles at State Street. Wallace Luk holds a Bachelor of Commerce (BCom) in Accounting and Finance @ University of Toronto - Rotman School of Management. With a robust skill set that includes Financial Analysis, Financial Modeling, Financial Reporting, IFRS, Mutual Funds and more. Wallace Luk has 2 emails on RocketReach.
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