Alan has more than 10 years of business development experience receiving multiple awards recognizing his sales and marketing achievements. Currently he is the founder of Stratwell Financial Management, a company that focuses in helping high net worth families in allocating assets in public and private investments. Prior to founding the wealth consulting firm, he was instrumental in growing the distribution network for a real-estate investment firm with over one billion dollars in asset under management.
After completing his graduated studies in 2018, Alan launched a consulting firm as a way of extending his knowledge to help other businesses. Stratwell Strategic Solution’s focus is in assisting companies in defining their positioning and approach, and building capabilities and systems around them. At the same time, Alan joined York Angel Investors as he valued the opportunity in accessing early stage investment opportunities. He also see this as a way of expanding his knowledge from later stage to start-up companies.
As part of his effort in contributing back to the community, Alan is also a Board Advisor at ICUBE UTM and a Director at Association of Chinese Canadian Entrepreneurs.