Roger Lam

Roger Lam

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location of Roger LamGreater Vancouver Metropolitan Area

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  • Timeline

  • About me

    Licensed Mortgage Broker

  • Education

    • Canadian Securities Institute

      2013 - 2013
      IFIC Investments and Securities

      Investment funds certified

    • British Columbia Institute of Technology

      2002 - 2005
    • UBC Sauder School of Business

      2008 - 2010
  • Experience

    • Rogers Communications

      Jan 2005 - Apr 2008
      • Store Manager

        Feb 2007 - Apr 2008
      • Sales Representative

        Jan 2005 - Feb 2007
    • Shaw Communications

      Jun 2008 - Jul 2011
      Account Manager
    • TD

      Jul 2011 - May 2017
      • Financial Services Representative

        Sept 2013 - May 2017
      • Customer Service Representative

        Jul 2011 - Aug 2013
    • Coast Capital Savings

      Jul 2017 - Jan 2019
      Relationship Manager
    • CIBC

      Mar 2019 - Feb 2020
      Financial Advisor, Business
    • Scotiabank

      Feb 2020 - Jun 2021
      Senior Financial Advisor
    • True North Mortgage

      Jun 2021 - Sept 2022
      Mortgage Broker
    • Citadel Mortgages

      Feb 2023 - now
      Mortgage Advisor
  • Licenses & Certifications

    • Certificate in Financial Services Advice

      Canadian Securities Institute
      Feb 2021
      View certificate certificate
    • Mortgage Brokers, Bankers And Agents

      BC Financial Services Authority
      Mar 2022