Wing Sze Lau
Net worth: 476 892 $ as of 2026-07-30
Net worth: 476 892 $ as of 2026-07-30
Wing Sze Lau currently serves as Chief Investment Officer at Life & Banc Split Corp.
since 2022, Senior Vice President & Senior Portfolio Manager at Brompton Lifeco Split Corp., Chief Investment Officer & Senior Vice President at Dividend Growth Split Corp.
since 2020, Chief Investment Officer at Canadian High Income Equity Fund since 2020, Chief Investment Officer & Senior Vice President at Symphony Floating Rate Senior Loan Fund, Chief Investment Officer at Brompton Energy Split Corp., Chief Investment Officer & Senior Vice President at Brompton Group Ltd. since 2012, Member at CFA Society Toronto, Senior Vice President at Brompton Funds LP, Chief Investment Officer at Brompton Corp.
since 2022, Chief Investment Officer at Brompton Funds Ltd. since 2020, Chief Investment Officer at Global Dividend Growth Split Corp., Chief Investment Officer at Brompton Split Banc Corp.
since 2020, Chief Investment Officer at Power & Infrastructure Split Corp., and Chief Investment Officer at Brompton Wellington Square Investment Grade CLO ETF.
Former roles include Senior Investment Analyst at Mackenzie Financial Corp., Senior Portfolio Manager at Sentry Select China Fund, Senior Portfolio Manager at Sentry Select Global Real Estate Fund, Senior Vice President at Brompton 2014 Flow-Through LP, Senior Portfolio Manager at Sentry Investments, Inc. from 2004 to 2011, Chief Investment Officer & Senior Vice President at Flaherty & Crumrine Investment Grade Preferred Income Fund, and Senior Portfolio Manager at Sentry Select Diversified Income Fund from 2008 to 2011.
Education includes an undergraduate degree from the University of Toronto conferred in 1992.
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2024-09-17 | 62,401 ( 0.21% ) | 393 438 $ | 2026-07-30 | |
| 2026-06-25 | 9,192 ( 0.1% ) | 83 454 $ | 2026-07-30 |
| Companies | Position | Start |
|---|---|---|
| LIFE & BANC SPLIT CORP. | Chief Investment Officer | 2020-01-31 |
| BROMPTON SPLIT BANC CORP. | Chief Investment Officer | 2020-01-31 |
| DIVIDEND GROWTH SPLIT CORP. | Chief Investment Officer | 2020-01-31 |
| CANADIAN HIGH INCOME EQUITY FUND | Chief Investment Officer | 2020-01-31 |
| BROMPTON LIFECO SPLIT CORP. | Corporate Officer/Principal | - |
| POWER & INFRASTRUCTURE SPLIT CORP. | Chief Investment Officer | - |
| SYMPHONY FLOATING RATE SENIOR LOAN FUND | Chief Investment Officer | - |
| GLOBAL DIVIDEND GROWTH SPLIT CORP. | Chief Investment Officer | - |
| BROMPTON ENERGY SPLIT CORP. | Chief Investment Officer | - |
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Active
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1st degree connections
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Members of the board
Executives
| Private companies | 22 |
|---|---|
Mackenzie Financial Corp.
Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Investments uses different methods of analysis depending on the account's mandate including fundamental analysis, technical analysis, cyclical investing and charting. They offer a wide range of investment strategies including Canadian and global growth and value strategies across all market-caps, a Canadian Bond strategy, a North American large-cap growth strategy, Canadian balanced large-cap, large-cap growth and all-cap value strategies, and Canadian and global resources strategies. The majority of their US and non-North American equity investments are run by outside money managers. | Finance |
Brompton Split Banc Corp.
Brompton Split Banc Corp. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Life & Banc Split Corp.
Life & Banc Split Corp. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Brompton Lifeco Split Corp.
Brompton Lifeco Split Corp. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Sentry Select China Fund
Sentry Select China Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Dividend Growth Split Corp.
Dividend Growth Split Corp. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Sentry Select Global Real Estate Fund
Sentry Select Global Real Estate Fund Investment Trusts/Mutual FundsMiscellaneous Closed-end fund | Miscellaneous |
Canadian High Income Equity Fund
Canadian High Income Equity Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Symphony Floating Rate Senior Loan Fund
Symphony Floating Rate Senior Loan Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Brompton 2014 Flow-Through LP
Brompton 2014 Flow-Through LP Investment Trusts/Mutual FundsMiscellaneous Non-Redeemable Investment Fund | Miscellaneous |
Brompton Energy Split Corp.
Brompton Energy Split Corp. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Brompton Group Ltd.
Brompton Group Ltd. Financial ConglomeratesFinance Engaged in investment funds management activities | Finance |
Sentry Investments, Inc.
Sentry Investments, Inc. Investment ManagersFinance Sentry Investments seeks to preserve capital, maximize return, minimize risk and manage investment capital to generate a steady stream of income. Sentry Investments' approach is a combination of both a quantitative and a forward-looking intrinsic value approach. Their analysts use a proprietary model to review companies in each target sector and apply specific investment criteria to evaluate each company's historical performance. Sentry Investments then weighs these criteria to select the stocks with proven records of success and the best prospects for capital appreciation, looking forward. The firm's products include TSX-listed closed end funds, closed-end trusts, flow through limited partnerships, mutual funds and principal-protected notes covering a variety of domestic and global strategies. | Finance |
Flaherty & Crumrine Investment Grade Preferred Income Fund
Flaherty & Crumrine Investment Grade Preferred Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
University of Toronto
University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CFA Society Toronto
CFA Society Toronto Miscellaneous Commercial ServicesCommercial Services Operates as a not-for-profit organization affiliated with CFA institute | Commercial Services |
Brompton Funds LP
Brompton Funds LP Investment ManagersFinance Provides investment services | Finance |
Brompton Corp.
Brompton Corp. Investment ManagersFinance Provides management and portfolio management services | Finance |
Sentry Select Diversified Income Fund
Sentry Select Diversified Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Brompton Funds Ltd.
Brompton Funds Ltd. Investment ManagersFinance Brompton’s investment process begins with a rigorous top-down analysis of the economy and markets to identify key trends, themes and inflection points that they believe will drive strong risk-adjusted returns for their investors. To identify the highest quality securities in the relevant investment universe, the firm uses a series of data analytics and quantitative filters. To generate additional income, while lowering volatility, Brompton’s equity mandates employ an active covered call program. Their fixed income mandates focus on high-income asset classes and employs best-in-class, specialty advisors. | Finance |
Global Dividend Growth Split Corp.
Global Dividend Growth Split Corp. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Sustainable Power & Infrastructure Split Corp.
Sustainable Power & Infrastructure Split Corp. Financial ConglomeratesFinance Operates as a fund which invests in securities of power and infrastructure companies | Finance |
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