MMA, CFA, CFP
Address16775 Yonge Street
Newmarket, ON L3Y 8J4
Mandarin, Cantonese, English
My BackgroundI have 15 years of industry experience, the past 10 of which have been at BMO Financial Group. Portfolio management supported by insightful research has been the foundation underpinning my recognized successes. I hold a Master of Management Degree in Accounting and Finance, Chartered Financial Analyst (CFA) Charter, and Certified Financial Planner (CFP) Designation.
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