Arthur Tu Email
Senior Private Banking Advisor @ CIBC
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Arthur Tu Location
- Canada
Arthur Tu Work
- 2022 -now Senior Private Banking Advisor @
- 2019 -2022 Senior Private Banker @
- 2015 -2019 Senior Private Banker @
- 2013 -2015 Senior Financial Advisor @
- 2010 -2013 Senior Personal Banker @
Arthur Tu Education
- University of Toronto
B.Sc. (Honors)
2004 - Canadian Securities Institute (CSI)
CIM® ( Chartered Investment Manager)
- Financial Planning Standards Council (FPSC)
CFP® ( Certified Financial Planner)
- CFA Institute
CFA ( Chartered Financial Analyst)
2016 - Canadian Securities Institute (CSI)
CIWM ( Certified International Wealth Manager)
2015
Arthur Tu Skills
- Strategic Financial Planning
- Retirement Planning
- Investments
- Wealth Management
- Banking
- Mutual Funds
- Portfolio Management
- Investment Strategies
- Investment Advisory
- Asset Allocation
- Relationship Management
- Retail Banking
- Retirement
- Financial Advisory
- Financial Services
- Insurance
- Wealth Management Services
- Wealth
- Business Development
- Credit Analysis
- Mortgage Lending
- Finance
- Loans
- Fixed Income
- Equities
- Financial Analysis
- Financial Planning
- Credit
- Private Banking
- Business Relationship Management
- Financial Markets
- Customer Experience
- Credit Cards
- Account Management
- Sales
- Microsoft Office
- Investment Management
- ETFs
- Business Analysis
- Relationship Building
Arthur Tu Summary
- Arthur Tu, based in Canada, is currently a Senior Private Banking Advisor at Cibc. Arthur Tu brings experience from previous roles at Bmo Private Banking, Td, Cibc and National Bank of Canada. Arthur Tu holds a B.Sc. (Honors) @ University of Toronto. With a robust skill set that includes Strategic Financial Planning, Retirement Planning, Investments, Wealth Management, Banking and more. Arthur Tu has 1 emails on RocketReach.
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