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Janet Lam, MBA

Janet Lam, MBA

Assistant Investment Advisor

Followers of Janet Lam, MBA845 followers
location of Janet Lam, MBAGreater Vancouver Metropolitan Area

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  • Timeline

  • About me

    Award-Winning Professional | Founder & Principal Consultant @ Building Blocks | Forbes Business Council

  • Education

    • ESADE Business & Law School

      2014 - 2016
      Master of Business Administration (M.B.A.), Entrepreneurship

      Activities and Societies: • Executive Treasurer of MBA Student Association; Managed financial affairs and budget allocations for 24 business and social clubs • Winning ESADE Team, Semifinalist and Honourable Mention awardee in the Nespresso Case Competition • Member of the Innovation Club, Entrepreneurship Club, Consulting Club, and Luxury & Retail Club

    • The University of British Columbia

      -
      Bachelor's Degree Mathematics

  • Experience

    • Canaccord Genuity Group Inc.

      Oct 2007 - Apr 2014
      Assistant Investment Advisor

      Served as a licensed Investment Advisor at Canaccord Genuity Group Inc., Canada's largest independent wealth management and investment banking firm (TSX: CF, LSE: CF). Worked alongside the Senior Vice-President and was part of the lead Chinese-speaking advisory team.

    • ESADE Business & Law School

      Jan 2014 - Jan 2016

      • Ranked #20 globally and #9 in Europe by the 2021 Financial Times• Winning ESADE Team, Semifinalist and Honourable Mention awardee in the Nespresso Case Competition• Member of the Innovation Club, Entrepreneurship Club, Consulting Club, and Luxury & Retail Club• Certificates earned: ESADE Innovation Lab, ESADE Entrepreneurship Lab, Management Excellence & Lean Six Sigma - Green Belt from Optness Institute • Managed financial affairs and budget allocations for 24 business and social clubs

      • Full Time MBA Candidate, Class of 2016

        Jan 2014 - Jan 2016

      • MBASA Executive Treasurer, ESADE MBA Student Association

        Jan 2014 - Jan 2015

    • Melco International Development Ltd (MX7A)

      Jul 2015 - Aug 2015
      MBA Intern

      MBA Intern at Melco International Development Ltd, a leading casino and entertainment developer in Asia (Hong Kong Stock Exchange: 0200.HK).

    • Canaccord Genuity Group Inc.

      May 2016 - Jul 2016
      Associate

      Served as part of the lead Chinese-speaking advisory team at Canaccord Genuity Group Inc., Canada's largest independent wealth management and investment banking firm (TSX: CF, LSE: CF).

    • The Holistic Panda

      Jan 2020 - now
      Co-Founder, CEO

      The Holistic Panda is a mental wellness platform for the AAPI community, connecting users with trusted wellness providers. As an Asian-led company, our mission is to normalize self-care and reduce mental health stigma. While we focus on the Asian community, we welcome all who value wellness and self-care.

    • Building Blocks Business Planning Ltd.

      Jan 2023 - now

      Building Blocks Business Planning Ltd. is a boutique consulting firm specializing in AI and digital strategy, market research, and business development. The firm helps businesses leverage AI and digital tools to enhance efficiency, drive sales, and scale in today’s fast-paced markets. With a focus on AI strategy consulting, market research, business model design, and financial consulting, Building Blocks supports businesses expanding between North America and Asia, offering tailored solutions to navigate growth and digital transformation.www.consultbuildingblocks.com Show less

      • Founder, Principal Consultant

        Jan 2017 - now

      • CDAP Canada Digital Adoption Program Advisor

        Jan 2023 - now

    • C2CAN Capital Corporation

      Mar 2023 - now
      Co-Founder and Director

      C2CAN Capital Corporation is a Vancouver-based cross-border advisory firm specializing in connecting Asian and North American ventures. Our experienced team offers market expansion strategies, joint ventures, and financial advisory services. We also help North American companies find strategic funding and partnerships in Asia.

    • VANTEC Angel Network

      Aug 2023 - now
      Member & Investor

    • Forbes Business Council

      Oct 2024 - now
      Forbes Council Member & Contributor

  • Licenses & Certifications

    • Options Licensing Course

      Canadian Securities Institute (CSI)

    • ESADE Innovation Lab Certificate

      ESADE Business & Law School
      Jan 2016

    • Management Excellence & Lean Six Sigma - Green Belt

      Optness Institute
      Jan 2015

    • Conduct & Practices Handbook Course

      Canadian Securities Institute (CSI)

    • Probability Exam P

      Society of Actuaries

    • ESADE Entrepreneurship Lab Certificate

      ESADE Business & Law School
      Jan 2016

    • Canadian Securities Course

      Canadian Securities Institute (CSI)

    • Wealth Management Essentials Course

      Canadian Securities Institute (CSI)

    • Series 37 Canada Modules of General Securities Representatives

      FINRA

    • Derivatives Fundamentals Course

      Canadian Securities Institute (CSI)

  • Honors & Awards

    • Awarded to Janet Lam, MBA
      Top 100 in Finance The Top 100 Magazine Jun 2021 Featured in The Top 100 Magazine as one of the "Top 100 People in Finance" for 2021.
    • Awarded to Janet Lam, MBA
      Nespresso MBA Case Competition - Winning ESADE Team - Feb 2015 Developed a strategic plan for Nespresso to capitalize on the opportunities of the circular economy, building a premium proposition for aspirational consumers. Received an Honorable Mention and was a Top 15 semifinalist, competing against 86 teams from global MBA programs.

  • Volunteer Experience

    • Mentor

      Issued by Foresight Canada on Nov 2024
      Foresight CanadaAssociated with Janet Lam, MBA