Jane Luo Email
Wealth Associate @ Raymond James Ltd.
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Jane Luo Location
- Montreal, QC, CA
Jane Luo Work
- 2024 -now Wealth Associate @
- 2024 -2024 Manager, Tax Services @
- 2023 -2023 Assistant Manager, Tax Services @
- 2018 -2022 Senior Tax and Estate Analyst @
- 2015 -2018 Mutual Fund Representative, Financial Security Advisor @
- 2013 -2015 Controller @
- 2012 -2013 Senior Accountant @ Frackt, Piro, Chartered Accountants
- 2010 -2012 Staff Accountant @ Ralph Engel C.A. Firm
- 2009 -2010 Junior tax analyst and Tax Support Representative @ Dr Tax Software inc.
- 1994 -2002 System Support Analyst and Programmer @ Western Securites Co. Ltd., Shenzhen, China
- 1992 -1994 Computer Programmer @ Precision Electronics Ltd., Shenzhen, China
Jane Luo Education
- STEP Canada | The Society of Trust and Estate Practitioners (Canada) 2023-2024
- McGill University
Graduate certificate
2009-2011 - Concordia University
B. Comm
2004-2009 - Canadian Securities Institute
- CPA Canada In Depth Tax Program
Jane Luo Skills
- Internal Controls
- Accounting
- Tax
- Financial Accounting
- Financial Reporting
- Auditing
- Financial Statements
- Microsoft Excel
- Data Analysis
- General Ledger
- Financial Analysis
- ASPE
- Canadian Income Tax
- Tax Preparation
- Managerial Finance
- Budgets
- Variance Analysis
- Payroll
- Finance
- Budgeting
- Public Speaking
- Financial Planning
Jane Luo Summary
- Jane Luo, based in Montreal, QC, CA, is currently a Wealth Associate at Raymond James Ltd.. Jane Luo brings experience from previous roles at Raymond James Ltd. and Investors Group Financial Services Inc., Financial Services Firm. Jane Luo holds a 2023 - 2024 STEP Canada | The Society of Trust and Estate Practitioners (Canada). With a robust skill set that includes Internal Controls, Accounting, Tax, Financial Accounting, Financial Reporting and more. Jane Luo has 2 emails on RocketReach.
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