Jerry Sun Email & Phone Number
Senior Financial Consultant @ Investors Group
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Jerry Sun Location
- Richmond Hill, ON, CA
Jerry Sun Work
- 2013 -now Senior Financial Consultant @
- 2016 -2025 Senior Financial Consultant @
- 2013 -2016 Financial Consultant @
- 2011 -2013 Financial Advisor @
- 2005 -2011 Senior Financial Service Representative @
Jerry Sun Education
- Beijing Jiaotong University
Master of Engineering (M.Eng.) (Transportation/Mobility Management)
1990-1993 - Beijing Jiaotong University
Bachelor of Applied Science (B.A.Sc.) (Transportation and Materials Moving)
1986-1990
Jerry Sun Skills
- Retirement Planning
- Wealth Management
- Portfolio Management
- Risk Management
- Personal Financial Planning
- Debt Restructuring
- Retail Banking
- Estate Planning
- Fixed Income
- Life Insurance
- Disability Insurance
- Money Management
- Term Life Insurance
- Segregated Funds
- Annuities
- Critical Illness Insurance
- RESP
- RDSP
- Long Term Care Insurance
- Group Insurance
- TFSA
- RRIF
- Personal Pensions
- Investment Planning
- Tax Planning
- Investments
- Financial Advisory
- Financial Planning
- Finance
- Marketing
- Management
- Project Management
Jerry Sun Summary
- Jerry Sun, based in Richmond Hill, ON, CA, is currently a Senior Financial Consultant at IG Wealth Management. Jerry Sun brings experience from previous roles at IG Wealth Management, Scotiabank and CIBC. Jerry Sun holds a 1990 - 1993 Master of Engineering (M.Eng.) in Transportation/Mobility Management @ Beijing Jiaotong University. With a robust skill set that includes Retirement Planning, Wealth Management, Portfolio Management, Risk Management, Personal Financial Planning and more. Jerry Sun has 1 emails and 1 mobile phone numbers on RocketReach.
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