Henry Ly

Henry Ly is an accomplished finance professional with a Bachelor of Business Administration in Finance from Okanagan College. Currently serving as an Associate Advisor at Lloyd Sadd since September 2023, Henry has previously held positions that include Account Manager at Cornerstone OnDemand and Credential, and Account Executive at Formstack. Experience also includes roles at TD as a Personal Banking Associate and Customer Experience Associate. Additionally, Henry has worked as an Investment Specialist for Credential Asset Management Inc., focusing on mutual funds.