Andy Kong Pak Wing, F.S.A, F.C.I.A, Mba Email & Phone Number

Montreal, Qc, Ca

Montreal, Quebec, Canada

Lead business development effort in North America and international markets. Subject-matter expert on ESG best practices and market trends. Be the face of the company to the external stakeholders.

Quebec, Canada

Montreal, Quebec, Canada

Lead an innovative total benefits SaaS Platform.Matrixed management of 15 IT teams and optimized the structure of the entire platform.Work within the SAFe Agile framework. Develop the product strategy, vision, and roadmap to ensure the platform contributes to business goals.Act as a leader and advocate for the product vision with internal and external stakeholders. Manage customer relationships and expectations.

Montreal, Quebec, Canada

Provide market insights and strategic advice. Create metric reports for board directors’ meetings.Contribute in operation and strategic decisions. Oversee business operations, financial performance, and investments. Maintain positive and trust-based relations with business partners. Ensure company policies and legal guidelines are clearly communicated.Assess, manage, and resolve problematic developments and situations.Build and enhance the company’s public profile at events, speaking engagements.

Montreal, Quebec, Canada

Evaluate managers’ portfolios performance. Institutional and private clients with over 7.5 billion Canadian dollars assets under management.Coordinate back and front office work. Peer review securities pricing.Develop solutions to optimize operations profitability and efficiency.Act as a resource person for portfolio managers, financial advisers and administration team. Improving communication between each team.Merger and acquisition project management. Led operation and IT implementation of an U.S asset management firm acquisition. Prepare clients invoices.Negotiate contracts for different department. Reducing price by 40% in latest negotiation with a supplier.

Montreal, Canada Area

Act as a consultant for defined benefit and defined contribution pension plans.Manage pension plans negotiations following the Quebec Act to foster financial health and sustainability of municipal defined benefit pension plans. Peer review calculations, formulate actuarial assumptions and suggest solutions. Create and present actuarial valuation results for pension plan committees and annual meeting. Peer review of pension plan administration calculations, funding, and accounting actuarial valuation.Collaborate with Investment, Group Insurance, Health & safety at work teams. Work on annual performance report of fund managers, group insurance renewal, post-retirement benefits accounting and health & safety at work limited choice report.Act as a resource person for senior consultant on in-house systems and on pension plans technicalities.Led all integration of new clients. Implementation of 4 new clients efficiently. Reproduce actuarial results of former consultant.Prepare clients invoices.Answer requests for proposal. Made a finalist presentation to prospect’s management board. Train younger colleagues and interns regarding pension plans actuarial calculations and legislation interpretation. Be part of students and employees recruitment. Manage team's workload to be able to meet deadline. Team composed of 1 intern and 3 analysts.Keep a good relationship with clients. Always being transparent to clients.

Montreal, Canada Area

Quebec, Canada

Perform pension plan funding and accounting valuation calculation and report.Help senior associates on various ad-hoc projects.Perform pension plan wind-up and asset transfer calculation.Perform pension plan administration works: benefit, pension adjustment, pension adjustment reversal calculations, Year-End Statement, day to day contact of pension plan members.Keep a good relationship with clients.Represent Mercer at Quebec Actuarial Club’s events.Participate in student recruitment.Meet chargeable hours targets by optimizing efficiency of works and automating spreadsheets.

Master Of Business Administration - Mba, 3.88/4.30

B. Sc, Actuarial Science