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Elie Merheb, CFP®

Elie Merheb, CFP®

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location of Elie Merheb, CFP®Canada

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  • Timeline

  • About me

    Financial Planner at BMO Wealth Management

  • Education

    • Mont La Salle

      2007 - 2010
      Lebanese and French baccalaureates General Sciences and Mathematics

    • American University of Beirut

      2010 - 2015
      Bachelor of Engineering (B.Eng.) Mechanical Engineering

    • American University of Beirut

      2011 - 2015
      Bachelor of Arts (B.A.) Economics

  • Experience

    • Private Tutoring

      Oct 2010 - Jun 2015
      Tutor

    • Heidelberger Druckmaschinen AG

      May 2013 - Jul 2013
      Mechanical Engineering Intern

    • Credit Libanais

      Jul 2014 - Aug 2014
      Summer Intern

    • Aksys Capital sal.

      Jan 2015 - Feb 2015
      International Trade Intern

    • BMO Financial Group

      Nov 2015 - now

      • Financial Planner

        May 2019 - now

      • Financial Services Manager

        May 2016 - May 2019

      • Customer Service Representative

        Nov 2015 - May 2016

  • Licenses & Certifications

    • Investment Funds In Canada

      Canadian Securities Institute (CSI)
      May 2016

    • CERTIFIED FINANCIAL PLANNER®

      FP Canada
      Jul 2022
      View certificate certificate

    • CERTIFIED FINANCIAL PLANNER®

      FP Canada
      Jul 2022
      View certificate certificate

  • Volunteer Experience

    • Troop Leader

      Issued by Les Scouts Du Liban on Oct 2010
      Les Scouts Du LibanAssociated with Elie Merheb, CFP®