Michele Lau
Advisor
About
20 years of sales/relationship/banking experience (Commercial, Corporate, Personal/Private banking, Asset Management). Master of Business Administration in Finance. Experienced team player with leadership experience, strong problem solver, result oriented, change management, business development, business and financial analysis.
Experience
Advisor - World Trade Centre Okanagan
(2025-10)
- Advised on the strategic direction of the program set up.
- Partnership outreach and networking engagement activities.
Business Development Manager Lending - Concept One Financial Group
(2020-11 - 2025-11)
- Operated several hundreds of commercial real estate and business financing transactions.
- Coached and managed a team of financial professionals and developed marketing strategies.
Investment Marketing Specialist - BMO Nesbitt Burns
(2019-12 - 2020-10)
- Worked on closing $10 mill of investments with an Investment Advisor
- Hosted a dozen of marketing seminars and zoom meets targeted at high valued clients and new immigrants from oversea.
- Facilitated family trust/office establishments
High Valued Client Lending Specialist - RBC Bank of Canada
(2018-06 - 2019-07)
- Worked closely with the International Private Banking team for their high valued partner lending
- Over $40 million of transactions on lending and investments booked
Mortgage Advisor - CIBC
(2016-10 - 2018-06)
- Provided mortgage advice to Imperial Services and International Private Banking clients
- Won Rookie of the Year Award
Mortgage Specialist - BMO Bank of Montreal
(2010-01 - 2016-12)
- Annual mortgage real estate bookings of $60,000,000 to $70,000,000.
- Best of the Best Award Winner (2014-2016), Ranked top 5% nationally 2014-2016
Mid-Market, Commercial Account Manager - BMO Bank of Montreal - Vancouver Downtown Main Office
(2006-01 - 2010-12)
- Developed and booked over $35 million of new business per year
- Coordinated the 2009 BMO World Outlook Economic Forum for BC region with Deputy Chief Economist, Doug Porter at the Vancouver Club
Business Development Commercial Account Manager - Royal Bank of Canada
(2005-01 - 2006-12)
- Developed and closed commercial loans of over $30 million with various commercial account managers
Manager, Risk Management, CFSDP - HSBC Bank Canada - Vancouver Downtown Main Branch
(2004-01 - 2005-12)
- Analyzed and rollout new projects relating to the ongoing improvement of the Bank's widely used Commercial Risk Tool and Systems
Senior Commercial Financial Services Officer - HSBC Bank Canada - Vancouver Downtown Main Branch
(2001-01 - 2004-12)
- Assisted and provided credit risk analysis on two senior account management loan portfolios which consisted of $1 billion of outstanding loan balance. Delivered services that include cash management, treasury, cash flow planning, commercial/personal loans, trade finance, residential/commercial mortgages and commercial/personal investments
Education
Master of Business Administration - Finance - Simon Fraser University Beedie School of Business (2005-01 - 2008-12)
Bachelor of Commerce - University of British Columbia (1995-01 - 1999-12)
