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Alex Cheung

Alex Cheung

Customer Service Representative

Followers of Alex Cheung271 followers
location of Alex CheungToronto, Ontario, Canada

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  • Timeline

  • About me

    Manager, Compliance at Canada Life Investment Management Ltd.

  • Education

    • University of Toronto

      2008 - 2014
      Bachelor’s Degree Double Major: Economics & Human Resources

  • Experience

    • BMO Financial Group

      Jul 2014 - Sept 2015
      Customer Service Representative

    • BMO Wealth Management - Canada

      Sept 2015 - Aug 2016
      Investment Specialist - BMO InvestorLine

    • TD Direct Investing

      Sept 2016 - Jan 2019
      Investment Representative

    • BMO Private Wealth

      Mar 2019 - Feb 2022

      • Senior Portfolio Associate, Portfolio Management Group

        Oct 2021 - Feb 2022

      • Portfolio Associate, Portfolio Management Group

        Feb 2020 - Oct 2021

      • Senior Analyst, Technology Solutions

        Mar 2019 - Feb 2020

    • Scotiabank

      Feb 2022 - Oct 2022
      Associate, Trade Floor Supervision

    • BMO Wealth Management - Canada

      Oct 2022 - Jun 2024
      Manager, Business Compliance (Compliance Advisory)

    • Canada Life

      Jun 2024 - now
      Manager, Compliance

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA) Level 1 - Passed

      CFA Institute

    • Canadian Securities Course

      Canadian Securities Institute (CSI)
      May 2015

    • Derivatives Fundamentals and Options Licensing Course

      Canadian Securities Institute (CSI)
      Jan 2016

    • Conduct and Practices Handbook

      Canadian Securities Institute (CSI)
      Oct 2015