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Max (Jinfei) Gu, CFA

Max (jinfei) gu, cfa

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location of Max (Jinfei) Gu, CFAMississauga, Ontario, Canada
Phone number of Max (Jinfei) Gu, CFA+91 xxxx xxxxx
Followers of Max (Jinfei) Gu, CFA259 followers

  • Timeline

    Apr 2016 - Sept 2016

    Financial Planning Associate

    IG Wealth Management
    Jul 2016 - Sept 2019

    Financial Service Representative

    TD
    Sept 2019 - Feb 2021

    Fund Accountant

    Dynamic Funds
    Feb 2021 - Nov 2021

    Portfolio Administrator

    Scotiabank
    Current Company
    Nov 2021 - now

    Associate, Financial Products TDS

    BMO Capital Markets

  • 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