Kaye Luk MSc,MBA,Cfp
About Kaye Luk MSc,MBA,Cfp
Kaye Luk is a Manager of Compliance at Investors Group in North York, with extensive experience in financial services and compliance roles. She holds an MSc and an MBA from the University of the Witwatersrand, and has achieved the CFP designation.
Work at Investors Group
Kaye Luk has held multiple positions at Investors Group, demonstrating a long-standing commitment to the organization. Currently, she serves as the Manager of Compliance since 2018, overseeing compliance-related matters in North York. Prior to this role, she was the Division Director from 2013 to 2018, where she managed various operational aspects. Her tenure at Investors Group also includes a position as Regional Director from 2007 to 2013, and as Division Director from 2000 to 2007. Additionally, she worked as a Consultant from 1997 to 2000, contributing her expertise to the firm.
Education and Expertise
Kaye Luk has a strong educational background with degrees from the University of the Witwatersrand. She earned her MSc from 1974 to 1980 and her MBA from 1983 to 1986. Furthermore, she achieved the Certified Financial Planner (CFP) designation in 2000 after completing a program at the Financial Planning Standards Council (FPSC). She also completed the Branch Managers Course at The Investment Funds Institute of Canada in 2006 and obtained the Canadian Securities Course (CSC) from the Canadian Securities Institute in 1997.
Background in Project Leadership
Before her extensive career at Investors Group, Kaye Luk worked at the Development Bank of Southern Africa (DBSA) as a Project Leader from 1987 to 1996. This role involved managing significant projects within the organization, contributing to her expertise in compliance and financial management. Additionally, she served as a Senior Professional Officer in Metropolitan Planning for the City of Johannesburg from 1980 to 1987, where she played a key role in urban planning initiatives.
Professional Experience Overview
Kaye Luk has accumulated a wealth of professional experience over the years. Her career spans various roles in financial services and project management, with a significant portion spent at Investors Group. She has held positions that include Division Director, Regional Director, and Manager of Compliance, showcasing her ability to adapt and lead in different capacities. Her early career in South Africa laid a strong foundation for her later roles in Canada.