Grace Guan Email
Financial Planner @ BMO
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Grace Guan Location
- Canada
Grace Guan Work
- Financial Planner @ (March 2021 - Present)
- Assistant Branch Manager @ (January 2019 - March 2021)
- Financial Service Manager @ (January 2016 - December 2018)
- Customer Service Representative @ (September 2014 - December 2015)
Grace Guan Education
- Canadian Securities Institute
Personal Financial Planner (PFP) (Financial Planning and Services)
2020 - Canadian Securities Institute
Canadian Security Courses (CSC) (Banking and Financial Support Services)
- Canadian Securities Institute
Advanced Financial Advice (Financial Planning and Services)
- Canadian Securities Institute
BRANCH COMPLIANCE OFFICER'S COURSE (BCO) (Banking and Financial Support Services)
- York University
Bachelor's degree (Business/Commerce, General)
Grace Guan Summary
- Grace Guan, based in Canada, is currently a Financial Planner at BMO Financial Group. Grace Guan brings experience from previous roles at BMO Financial Group. Grace Guan holds a Personal Financial Planner (PFP) in Financial Planning and Services @ Canadian Securities Institute. Grace Guan has 2 emails on RocketReach.
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