Talk to sales Try for Free
Andy X.

Andy X.

Financial Services Representative

Followers of Andy X.417 followers
location of Andy X.Greater Vancouver Metropolitan Area

Connect with Andy X. to Send Message

Connect

Connect with Andy X. to Send Message

Connect

  • Timeline

  • About me

    Financial Consultant at MD Management Limited | Gestion financière MD

  • Education

    • Langara College

      2011 - 2014
      Business/Commerce, General

    • British Columbia Institute of Technology

      2014 - 2016
      Financial Planning and Services

      Mentored by Vancity and Blueshore Financial on Financial Planning: - Cash and Debt Management - Asset Allocation - Tax Planning - Education Planning - Risk Management - Retirement Planning - Estate Planning

  • Experience

    • CIBC

      Feb 2017 - Mar 2019
      Financial Services Representative

      - Assist clients with their day-to-day banking needs- Develop an investment plan to help client reach their financial goals such as retirement, home ownership, and education planning - Develop a credit plan such as Mortgages, Refinance and Debt Consolidation Loan

    • MD Financial Management | Gestion financière MD

      May 2020 - now

      • Financial Consultant, MD Management Limited

        Mar 2024 - now

      • Associate Financial Consultant, MD Management Limited

        Oct 2022 - Mar 2024

      • Wealth Management Associate, MD Management Limited

        Jun 2022 - Oct 2022

      • Client Services Associate, MD Management Limited

        May 2021 - Jun 2022

      • Regional Administrative Specialist, MD Management Limited

        May 2020 - May 2021

  • Licenses & Certifications

    • Canadian Securities Course (CSC®)

      Canadian Securities Institute
      Mar 2021
      View certificate certificate

    • Wealth Management Essentials

      Canadian Securities Institute
      Jun 2024

    • Conduct and Practices Handbook Course (CPH®)

      Canadian Securities Institute
      May 2021
      View certificate certificate

    • Certified Financial Planner (CFP)

      FP Canada
      Sept 2021
      View certificate certificate

    • Investment Representative Training

      Canadian Securities Institute
      Apr 2021

    • Life Insurance License

      Insurance Council of BC
      Jul 2023

    • Investment Advisors Training Program

      Canadian Securities Institute
      Jul 2022