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Max (Jinfei) Gu, CFA

Max (Jinfei) Gu, CFA

Financial Planning Associate

Followers of Max (Jinfei) Gu, CFA259 followers
location of Max (Jinfei) Gu, CFAMississauga, Ontario, Canada

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  • Timeline

  • About me

    Associate, Financial Products at BMO Capital markets

  • Education

    • University of Toronto

      2012 - 2017
      Bachelor’s Degree

  • Experience

    • IG Wealth Management

      Apr 2016 - Sept 2016
      Financial Planning Associate

    • TD

      Jul 2016 - Sept 2019

      • Financial Service Representative

        Jun 2017 - Sept 2019

      • Customer Service Representative

        Jul 2016 - May 2017

    • Dynamic Funds

      Sept 2019 - Feb 2021
      Fund Accountant

    • Scotiabank

      Feb 2021 - Nov 2021
      Portfolio Administrator

    • BMO Capital Markets

      Nov 2021 - now
      Associate, Financial Products TDS

  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Max (Jinfei) Gu, CFA
      TD Champions Club TD 2017

  • Volunteer Experience

    • Food Service Aide

      Issued by The Mississauga Food Bank on Feb 2018
      The Mississauga Food BankAssociated with Max (Jinfei) Gu, CFA