Photo of Alan Lo, CIM, DMS

Alan Lo, CIM, DMS

Branch Administrator | Private Market Specialist Richmond Hill, ON

Alan has over 10 years of financial industry experiences working for a number of major financial companies. His past experiences include sales and management in various securities firms relating to products such as equities, fixed incomes, and alternative investments. Prior to joining Pinnacle Wealth Brokers, Alan aided in the expansion of Walton Capital Management Inc., a renowned land based investment firm, in the Asian community in Ontario. He is currently one of the top producers at Pinnacle, and also held the responsibility of building a branch in Ontario. Alan holds the Chartered Investment Manager and Derivatives Market Specialist designations by Canadian Securities Institution. He graduated from York University and is currently pursuing the Executive MBA program at IVEY School of Business at University of Western Ontario. As part of his efforts in contributing to the growing exempt market industry, he is a member of National Exempt Market Association's Advisor's Committee. Born in Hong Kong, Alan is fluent in English, Cantonese and Mandarin. He endeavors to continue his success, and further his efforts in the growth of this exciting industry. (#2016909E)

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