Byron Lo, Cfa
About Byron Lo, Cfa
Byron Lo is an Associate Portfolio Manager at MD Financial Management, specializing in private investment counsel. He has a background in biochemistry from McGill University and has held various positions in the financial sector, including roles at RBC and RBC PH&N Investment Counsel.
Work at MD Financial Management
Byron Lo serves as an Associate Portfolio Manager at MD Financial Management, specifically within the MD Private Investment Counsel division. He has held this position since 2020, contributing to the management of investment portfolios for clients. His role involves analyzing market trends and assisting in the development of investment strategies tailored to client needs.
Education and Expertise
Byron Lo earned a Bachelor of Science degree in Biochemistry from McGill University. His educational background provides a strong foundation for his analytical skills in finance and investment management. Additionally, he studied at Collingwood School, which contributed to his early academic development.
Background in Financial Services
Byron Lo has extensive experience in the financial services sector. He began his career at RBC as a Customer Service Representative from 2013 to 2014. He then progressed to roles such as Banking Advisor and Mutual Funds Representative from 2014 to 2016, and later worked as a Portfolio Management Assistant at RBC PH&N Investment Counsel from 2016 to 2020.
Career Progression
Byron Lo's career in finance reflects a steady progression through various roles. After starting at RBC in customer service, he transitioned to advisory roles and then to portfolio management. His experience at RBC and RBC PH&N Investment Counsel equipped him with the necessary skills and knowledge to excel in his current position at MD Financial Management.