James B.math Email & Phone Number
Portfolio Manager @ CIBC Wood Gundy
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James B.math Location
- Markham, ON, CA
James B.math Work
- 2011 -now Portfolio Manager @
- 2021 -now Senior Wealth Advisor @
- 2011 -2021 Investment Advisor @
- 2009 -2011 Associate Investment Advisor @
- 2012 -2018 Treasurer @ Toronto Chung Wah Chinese School (TCW Chinese School)
- 2011 -2013 Director @ Toronto Mandarin Lions Club
- 2011 -2012 Director @ Toronto Chung Wah Chinese School
- 2010 -2011 Director (Annual Ball Co-chair) @
- 2009 -2009 Investment Advisor @ TD Waterhouse Private Investment Advice
- 2007 -2009 Associate Investment Advisor @ TD Waterhouse Private Investment Advice
- 2006 -2007 Mutual Fund Representative (Outbound) @ TD Investment Services
- 2006 -2007 Treasurer @ Rotaract Club of Toronto - Don valley
- 2005 -2006 Club Service Director @ Rotaract Club of Toronto - Don valley
- 2004 -2006 Financial Advisor @
- 2001 -2004 Asian Investment Consultant @ TD Investment Services
- 1999 -2001 Sales Assistant @ TD Evergreen
James B.math 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
James B.math Summary
- James B.math, based in Markham, ON, CA, is currently a Portfolio Manager at CIBC Wood Gundy. James B.math brings experience from previous roles at CIBC Wood Gundy and Toronto Chung Wah Chinese School (TCW Chinese School). James B.math holds a 2020 - 2020 Responsible Investment Specialist (RIS) designation in Responsible Investing @ Responsible Investment Association. James B.math has 2 emails on RocketReach.
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