EducationMBA from U of T
CFA Charter Holder
Passed CSC with license
Bachelor and Master degrees in Engineering
Experience1. Finance courses: Introductory Finance, Managerial Finance, Business Finance, Corporate Finance, Securities Valuation, International Financial Management, Derivatives
a) NPV, IRR, payback period, WACC, EBIT, EBITDA, CAPEX, CCA, , FCFF, FCFE, DDM, Golden Growth Model, EV/EBITDA
b) options, forwards, futures, swaps, Black-Sholes model, binomial tree, trading strategies (bull/bear spreads, stradle etc)
c) bond pricing, principal, yield, coupon rate, maturity, duration, Macaulay Duration, convexity
d) unlevered and levered value of a company, CCA, tax shield, , M&M theories, capital structure, dividend policy, leasing, merger & acquisition
e) CAPM, Fama-French model, HML, SMB, variance, standard deviation, covariance, Beta, Alpha, risk free rate
f) FX trading, OANDA platform, purchase price parity, market order, limit order, take profit, stop loss order etc.
2. VBA courses:
a) OMIS6350/OMIS3670 Advanced Spreadsheet Modelling & Programming for Business
b) ECO2508H Advanced Financial Risk Management
c) FIN731 Financial Modelling II
d) MGFD60 Financial Modeling & Trading Strategies
e) Spreadsheet-Based Decision Support Systems for Business
f) Graduate Level Advanced Excel Modelling in VBA
3. Excel VBA tutoring and developing:
I can either teach you how to use VBA or develop VBA codes for your projects.
a) extract data from different sources to establish database: EOD files (xls, csv, txt, pdf), MS Access (SQL), Bloomberg, internet websites or from source codes (like Yahoo) etc.
b) manipulate within database: strings, numbers, web links, images, pivot tables/pivot charts
c) build models either quantitative or customized to perform statistical/financial analysis on the raw data
d) generate customized daily/monthly/quarterly reports to client's need
e) connect to Outlook to extract data from specific emails or send out emails with customized content/pictures/attachments
f) any process automation connecting among internet web pages, Excel, Access, Outlook, Word, PDF and Bloomberg etc.
4. Canadian Securities Courses CSC
Usually when students came to me, I found they had the knowledge of finance but they don't really understand what CSI wants to test in the exam. For example, chapter 6 and 7 fixed income. They know what bond is but are stuck with the bond price, yield, coupon and the calculation. Some are very confused with coupon rate and yield. In my opinion, to quickly understand fixed income chapters, there are only two key study points there: 1. four formulas (PV, YTM, accrued interest and yield to T-Bill) and 2. relationship between price and yield/coupon/maturity. So if you understand them, you will be able to write the exam for this part.
5. Job Interviews, resume and cover letter
I have great experience in preparing job interviews and customize resumes and cover letters for each position. With my help, two people just got job offers from TD and Scotiabank. Below is what I can do for you:
a) behavioral questions: to test your personality and if you are fit for the team. One mistake of some interviewees is they will honestly tell the interviewers about their weakness if asked. The best answer should be to talk about one of your strengths which looks to be a weakness since every strength is twofold. In this way, you show that you are matured and at the same time give positive impression to the interviewers.
b) technical questions: key words in your answers are very important during the interview.
c) advice on resume and cover letter.
My existing clients include professionals on the Bay Street, students from universities such as U of T, York, Ryerson, small business owners, individual investors from different industries.
I worked in capital markets in three Canadian banks and now I work for my own business as a professional tutor.
HobbiesI am interested in day trading Euro futures.
Business Finance, Corporate Finance, Managerial Finance, Derivatives (options, futures and swaps), CFA, Canadian Securities Courses CSC, Security Valuation, Finance, VBA, SQL and financial models, Excel, Trading, technical analysis on FX, Job Search (Resume, Cover letter Interview Skills)
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