Wing Sze Lau
Chief Investment Officer at GLOBAL DIVIDEND GROWTH SPLIT CORP.
Net worth: 367 950 $ as of 30/04/2024
Profile
Wing Sze Lau is currently the Chief Investment Officer & Senior Vice President at Brompton Split Banc Corp.
and the Chief Investment Officer at Life & Banc Split Corp.
She also holds the position of Senior Vice President & Senior Portfolio Manager at Brompton Lifeco Split Corp.
and Chief Investment Officer & Senior Vice President at Dividend Growth Split Corp., Canadian High Income Equity Fund, Symphony Floating Rate Senior Loan Fund, Brompton Energy Split Corp., Brompton Group Ltd., Brompton Funds LP, Brompton Corp., Brompton Funds Ltd., Global Dividend Growth Split Corp., and Sustainable Power & Infrastructure Split Corp.
Additionally, she is a Member of CFA Society Toronto.
In the past, Ms. Lau worked as a Senior Investment Analyst at Mackenzie Financial Corp., Senior Portfolio Manager at Sentry Select China Fund and Sentry Select Global Real Estate Fund, and Senior Vice President at Brompton 2014.
Flow-Through LP.
She also served as a Senior Portfolio Manager at Sentry Investments, Inc. from 2004 to 2011 and as Chief Investment Officer & Senior Vice President at Flaherty & Crumrine Investment Grade Preferred Income Fund.
Furthermore, she held the position of Senior Portfolio Manager at Sentry Select Diversified Income Fund from 2008 to 2011.
Ms. Lau completed her undergraduate degree at the University of Toronto in 1992.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 31/10/2023 | 50,000 ( 0.12% ) | 367 950 $ | 30/04/2024 |
Wing Sze Lau active positions
| Companies | Position | Start |
|---|---|---|
| BROMPTON LIFECO SPLIT CORP. | Corporate Officer/Principal | - |
| LIFE & BANC SPLIT CORP. | Chief Investment Officer | 01/02/2020 |
| BROMPTON SPLIT BANC CORP. | Chief Investment Officer | - |
| DIVIDEND GROWTH SPLIT CORP. | Chief Investment Officer | 01/02/2020 |
| CANADIAN HIGH INCOME EQUITY FUND | Chief Investment Officer | 01/02/2020 |
| SUSTAINABLE POWER & INFRASTRUCTURE SPLIT CORP. | Chief Investment Officer | - |
| SYMPHONY FLOATING RATE SENIOR LOAN FUND | Chief Investment Officer | - |
| GLOBAL DIVIDEND GROWTH SPLIT CORP. | Chief Investment Officer | - |
| BROMPTON ENERGY SPLIT CORP. | Chief Investment Officer | - |
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Former positions of Wing Sze Lau
| Companies | Position | End |
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Training of Wing Sze Lau
| University of Toronto | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| SUSTAINABLE POWER & INFRASTRUCTURE SPLIT CORP. | Finance |
| Private companies | 20 |
|---|---|
Sentry Investments, Inc.
 Sentry Investments, Inc. Investment ManagersFinance Sentry Investments Corp. (Sentry), formerly Sentry Select Capital Management, is an investment advisor headquartered in Toronto, Ontario and was founded in 1997. The firm was acquired by CI Investments Inc. on October 2017. Sentry Select manages the Sentry Select family of mutual funds and portfolios of junior and intermediate oil and gas company shares for several affiliated flow-through limited partnerships. | Finance |
Brompton Lifeco Split Corp.
 Brompton Lifeco Split Corp. Investment Trusts/Mutual FundsMiscellaneous Brompton Lifeco Split Corp. is a closed-end mutual fund. The firm?s investment objective is to provide holders of preferred shares with fixed cumulative preferential quarterly cash distributions and holders of class A shares with regular monthly cash distributions through investing in a common share portfolio. The company was founded on January 19, 2007 and is headquartered in Toronto, Canada. | Miscellaneous |
Sentry Select China Fund
 Sentry Select China Fund Investment Trusts/Mutual FundsMiscellaneous Sentry Select China Fund focuses on providing a total return and quarterly distributions. It offers exposure to an actively managed, diversified portfolio of equity securities of companies with a majority of their operations in China. The company is headquartered in Toronto, ON. | Miscellaneous |
Sentry Select Global Real Estate Fund
 Sentry Select Global Real Estate Fund Investment Trusts/Mutual FundsMiscellaneous Sentry Select Global Real Estate Fund capitalizes on attractive investment opportunities in the global real estate market. It seeks to benefit from stable income from real estate issuers in mature real estate markets and opportunities for capital appreciation from emerging markets with faster growing economies. The Fund offers Listed Units and Class F units. The company is headquartered in Toronto, Canada. | Miscellaneous |
Sentry Select Diversified Income Fund
 Sentry Select Diversified Income Fund Investment Trusts/Mutual FundsMiscellaneous Sentry Select Diversified Income Fund provides consistent monthly income and capital appreciation by investing primarily in a diversified portfolio of Canadian securities, including equities, fixed-income instruments, real estate investment trusts, royalty and income trusts. It follows a fundamental bottom-up approach to investing, while maintaining a value bias towards the purchase of growth companies and focuses on credit quality, duration and liquidity. | Miscellaneous |
Life & Banc Split Corp.
 Life & Banc Split Corp. Investment Trusts/Mutual FundsMiscellaneous Life & Banc Split Corp. operates as a mutual fund company, which invests in the portfolio that comprises of common shares of Canadian banks and publicly traded Canadian life insurance companies. It aims to provide holders of preferred shares with fixed, cumulative, preferential quarterly cash distributions and to return the original issue price to holders of the shares on the maturity date. The company was founded on September 6, 2006 and is headquartered in Toronto, Canada. | Miscellaneous |
Brompton Split Banc Corp.
 Brompton Split Banc Corp. Investment Trusts/Mutual FundsMiscellaneous Brompton Split Banc Corp. operates as a closed-end investment fund/investment trust. It intends to provide holders of the preferred shares with fixed cumulative preferential quarterly cash distribution and to return original issue price on the maturity date. The company was founded on September 14, 2005 and is headquartered in Toronto, Canada. | Miscellaneous |
Dividend Growth Split Corp.
 Dividend Growth Split Corp. Investment Trusts/Mutual FundsMiscellaneous Dividend Growth Split Corp. is a closed-end mutual fund company. Its investment objective is to provide holders cash distributions by investing in a common share portfolio equal-weighted portfolio comprised of large-capitalization Canadian equities. The company was founded on September 25, 2007 and is headquartered in Toronto, Canada. | Miscellaneous |
Canadian High Income Equity Fund
 Canadian High Income Equity Fund Investment Trusts/Mutual FundsMiscellaneous Canadian High Income Equity Fund is a closed-end investment fund, which engages in the provision of monthly distributions to unitholders. It also involves in the capital appreciation through investment in managed portfolio comprised of dividend-paying common equities. The company was founded on January 1, 2010 and is headquartered in Toronto, Canada. | Miscellaneous |
Mackenzie Financial Corp.
 Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Finance |
Brompton Funds Ltd.
 Brompton Funds Ltd. Investment ManagersFinance Brompton Funds Ltd. is an investment management firm headquartered in Toronto, Canada. The firm was founded in 2000 and is owned by Brompton Corp. Brompton manages several TSX listed closed-end and exchange-traded funds. They offer a range of investment solutions for investors that seeks regular income and/or growth. | Finance |
Brompton Corp.
 Brompton Corp. Investment ManagersFinance Brompton Corp. engages in the provision of management and portfolio management services. It offers structuring, marketing and management of publicly traded closed-end investment funds. The company was founded on June 30, 1998 and is headquartered in Toronto, Canada. | Finance |
Brompton Group Ltd.
 Brompton Group Ltd. Financial ConglomeratesFinance Brompton Group Ltd. engages in investment funds management activities. It offers income, growth, sector specific and tax advantaged investment solutions. The firm’s solutions include closed-end funds, mutual funds and hedge funds. The company was founded by Peter A. Braaten and Raymond R. Pether in 1999 and is headquartered in Toronto, Canada. | Finance |
CFA Society Toronto
 CFA Society Toronto Miscellaneous Commercial ServicesCommercial Services CFA Society Toronto supports the professional and business development of charterholders. It provides member services including educational programs, sponsored events, employment postings, and networking opportunities. The company was founded in 1936 and is headquartered in Toronto, Canada. | Commercial Services |
Brompton 2014 Flow-Through LP
 Brompton 2014 Flow-Through LP Financial ConglomeratesFinance Brompton 2014 Flow-Through LP is a non-redeemable investment fund. Its investment objective is to seek to achieve capital appreciation and to provide tax benefits for the Limited Partners by investing in a portfolio of resource companies primarily engaged in the oil and gas and mining sectors. The firm intends to invest in flow-through shares and other securities. The company was founded on December 13, 2013 and is headquartered in Toronto, Canada. | Finance |
Brompton Funds LP
 Brompton Funds LP Investment ManagersFinance Part of Brompton Corp., Brompton Funds LP is a Canadian company that provides investment services. The private company is based in Toronto, Canada. Brompton Funds was acquired by Duntroon Energy Ltd. from Brompton Group Ltd. on April 07, 2008. Mark Anthony Caranci has been the CEO of the company since 2007. | Finance |
Flaherty & Crumrine Investment Grade Preferred Income Fund
 Flaherty & Crumrine Investment Grade Preferred Income Fund Investment Trusts/Mutual FundsMiscellaneous Flaherty & Crumrine Investment Grade Preferred Income Fund is a closed-end investment trust, which investment objective is to provide unitholders with a stable stream of monthly distributions by investing in a portfolio of fixed income securities consisting primarily of US-dollar-denominated corporate debt and preferred securities of North American issuers. The company was founded on October 29, 2004 and is headquartered in Toronto, Canada. | Miscellaneous |
Symphony Floating Rate Senior Loan Fund
 Symphony Floating Rate Senior Loan Fund Investment Trusts/Mutual FundsMiscellaneous Symphony Floating Rate Senior Loan Fund is a closed-end investment fund. It invests in an actively managed, diversified portfolio consisting primarily of short-duration floating rate senior secured loans. The company was founded on January 1, 2011 and is headquartered in Toronto, Canada. | Miscellaneous |
Global Dividend Growth Split Corp.
 Global Dividend Growth Split Corp. Investment Trusts/Mutual FundsMiscellaneous Global Dividend Growth Split Corp. operates as a closed-end investment management services provider. It invests in a portfolio of equity securities of large capitalization global dividend growth companies. The company was founded on April 24, 2018 and is headquartered in Ontario, Canada. | Miscellaneous |
Brompton Energy Split Corp.
 Brompton Energy Split Corp. Investment Trusts/Mutual FundsMiscellaneous Brompton Energy Split Corp. is a closed-end mutual fund. The firm's investment objective is to provide holders of preferred shares with fixed, cumulative, preferential quarterly cash distributions and holders of class A shares with regular monthly cash distributions through investing in a common share portfolio. The company was founded on December 30, 2014 and is headquartered in Toronto, Canada. | Miscellaneous |
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