Amy Han
Wealth Manager @Star Choice Financial Group
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WORK HISTORY
Wealth Manager @Star Choice Financial Group
Toronto, ON, CA
Provide strategic financial advisory and portfolio strategy services for high-net-worth clients, combining market analysis, financial modeling, and investment strategy.• Advise high-net-worth clients on portfolio strategies managing multi-million dollar assets, aligning asset allocation with evolving market conditions and long-term financial goals.• Conduct portfolio analysis and financial modeling to evaluate diversification strategies and optimize risk-adjusted returns.• Analyze macroeconomic trends, capital markets, and industry developments to inform investment strategy and asset allocation decisions.• Translate financial data and market insights into clear strategic recommendations, helping clients optimize long-term wealth planning and retirement strategies.• Deliver investment strategy presentations and market updates, communicating complex financial analysis to clients and stakeholders.
EDUCATION
MIT Sloan School of Management
Master of Business Administration
University of Toronto
Master of Education, Educational Leadership and Policy
ABOUT AMY HAN
I am a strategy and transformation professional focused on helping organizations navigate complex growth, operational, and client experience challenges through structured problem solving, financial analysis, and data-driven decision making.Before completing my MBA at MIT Sloan, I founded and led an education consulting firm that provided strategic advisory services to students and families navigating competitive university admissions across North America. In this role, I worked closely with clients and internal teams to diagnose organizational challenges, redesign operating models, and translate analytical insights into strategic decisions that strengthened both service delivery and long-term value creation.Through advising families on complex educational pathways, I also developed an appreciation for how long-term planning, capital allocation decisions, and intergenerational priorities shape strategic decision-making.As part of building the organization, I recruited and managed a network of tenured professors from Ivy League universities and leading research institutions in the United States. Together, we developed structured research mentorship programs that connected students with university-level scholarship and interdisciplinary research opportunities.At MIT Sloan, I further developed a structured, hypothesis-driven approach to complex business problems through projects focused on go-to-market strategy, operating model transformation, financial modeling, scenario analysis, and digital platform strategy. These experiences strengthened my interest in how organizations align strategy, financial decision-making, and stakeholder collaboration to drive meaningful transformation.I enjoy working on complex strategic challenges and translating structured analysis into practical decisions that drive organizational transformation and long-term value.I enjoy engaging with leaders and teams exploring how strategy, technology, and evolving client expectations are reshaping financial services.
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