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Eric Xiangzhao Luo, PFP®, CIM®

Eric Xiangzhao Luo, PFP®, CIM®

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location of Eric Xiangzhao Luo, PFP®, CIM®Richmond Hill, Ontario, Canada

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  • Timeline

  • About me

    .

  • Education

    • York University

      2013 - 2017
      Bachelor of Arts - BA Financial and Business Economics

  • Experience

    • BMO Financial Group

      Nov 2014 - Jan 2021

      • Financial Planner, Investment and Retirement Planning

        Jun 2019 - Jan 2021

      • Personal Banker

        Feb 2017 - Jun 2019

      • Customer Service Representative

        Nov 2014 - Feb 2017

    • RBC

      Jan 2021 - Sept 2022
      Financial Planner, Investment & Retirement Planning

    • Scotiabank

      Oct 2022 - Nov 2023
      Investment Specialist and Financial Planner

  • Licenses & Certifications

    • Chartered Investment Manager (CIM®)

      Canadian Securities Institute
      Apr 2022
      View certificate certificate

    • Canadian Securities Course

      Canadian Securities Institute (CSI)
      Sept 2014

    • PFP

      Canadian Securities Institute (CSI)
      Mar 2020