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Francis Chu

Francis Chu

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Followers of Francis Chu1000 followers
location of Francis ChuGreater Montreal Metropolitan Area

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  • Timeline

  • About me

    [ Financial Coach ] ~ Passionate about helping Small Business Owners to build their Financial Foundation 🏦

  • Education

    • Canadian Securities Institute

      2021 -
      Canadian Securities Course (CSC) Investments and Securities

      Activities and Societies: Investment management Market and economic events impacting investment performanceUnderstanding and analyzing corporate financial statementsFinancial instruments including fixed income, equities, derivatives, mutual funds and exchange traded fundsAlternative products including hedge funds and alternative mutual funds (also known as liquid alts)Setting financial goals and the financial planning process

    • Centre de formation professionnelle du Grand-Fjord

      2020 - 2021
      Diplôme d'études professionnelles (DEP) Vente-Conseil

      Activities and Societies: Commerce Interpret consumer behaviorProvide customer serviceProvide after-sales serviceMake connections between marketing strategies and sales of products and services

    • École des métiers de la construction de Montréal

      2015 - 2016
      Attestation de spécialisation professionnelle (ASP) Gestion d'une entreprise de la construction

      Activities and Societies: Business administration Establish the costs of a projectManage the activities of a construction siteCommunicate in the workplaceBusiness LawManage the accounting and finances of the company

  • Experience

    • Canadian Armed Forces | Forces armées canadiennes

      Jan 2012 - Jan 2014
      Reservist

    • Atlas Habitat

      Jul 2016 - now
      General Contractor

    • Canadian Grenadier Guards

      Oct 2019 - now
      Infantryman/Guardsman

    • World Financial Group (WFG)

      Aug 2020 - now
      Financial Security Advisor

    • H&R Block

      Jan 2021 - now
      Tax Professional

    • Crypto Teller Machine (CTM)

      Apr 2021 - now
      Chief Executive Officer

  • Licenses & Certifications

    • Income Tax Level 1

      H&R Block Tax Academy
      Jan 2021

    • Période de perfectionnement de niveau 1 - Fantassin (réserve)

      Centre d’instruction de la 2e Division du Canada
      Aug 2020

    • Advanced DNA ThetaHealing Practioner

      ThetaHealing Institute of Knowledge (THInK)
      Oct 2019

    • Maître Plombier

      Corporation des maîtres mécaniciens en tuyauterie du Québec (CMMTQ)
      Nov 2016

    • Entrepreneur Général

      Régie du bâtiment du Québec
      Nov 2016

    • Cours canadien de sécurité dans le maniement des armes à feu

      Fédération québecoise de tir

    • Secourisme général avec RCR "C" et DEA

      St. John Ambulance Canada | Ambulance Saint-Jean

    • Financial Security Advisor

      Autorité des marchés financiers (Québec)
      Aug 2021

  • Volunteer Experience

    • Assistance

      Issued by Canadian Armed Forces | Forces armées canadiennes on Jan 2022
      Canadian Armed Forces | Forces armées canadiennesAssociated with Francis Chu