B.Math James Leung's Location
Markham, ON, CA
B.Math James Leung's Work
- Senior Wealth Advisor @ CIBC Wood Gundy
- Portfolio Manager @ CIBC Wood Gundy
- Investment Advisor @ CIBC Wood Gundy
- Associate Investment Advisor @ CIBC Wood Gundy
- Treasurer @ Toronto Chung Wah Chinese School (TCW Chinese School)
- Director @ Toronto Mandarin Lions Club
- Director @ Toronto Chung Wah Chinese School
- Director (Annual Ball Co-chair) @ Lions Clubs International
- Investment Advisor @ TD Waterhouse Private Investment Advice
- Associate Investment Advisor @ TD Waterhouse Private Investment Advice
B.Math James Leung's Education
- Responsible Investment Association
Responsible Investment Specialist (RIS) designation (Responsible Investing)
2020 - 2020 - Institute for Divorce Financial Analyst
Certified Divorce Financial Analyst (Divorce Financial Analysis)
2012 - 2015 - Canadian Securities Institute
Bachelor (Securities licensing)
2001 - 2010
- University of Waterloo
Bachelor of Mathematics (Mathematics)
1996 - 2000 - Markham District High School
Ontario Secondary School Diploma (Ontario Secondary School Diploma (OSSD) under OS:IS)
1991 - 1996 - Markham Chinese Baptist Church
B.Math James Leung's Skills
- Investments
- Portfolio Management
- Mutual Funds
- Asset Allocation
- Retirement Planning
- Financial Services
- Financial Planning
- Finance
- Wealth Management
- Financial Advisory
B.Math James Leung's Summary
b.math James Leung, based in Markham, ON, CA, is currently a Senior Wealth Advisor at CIBC Wood Gundy, bringing experience from previous roles at CIBC Wood Gundy and Toronto Chung Wah Chinese School (TCW Chinese School). b.math James Leung holds a 2020 - 2020 Responsible Investment Specialist (RIS) designation in Responsible Investing @ Responsible Investment Association. With a robust skill set that includes Investments, Portfolio Management, Mutual Funds, Asset Allocation, Retirement Planning and more, b.math James Leung contributes valuable insights to the industry. b.math James Leung has 5 emails and 1 mobile phone number on RocketReach.
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