
aaron phui
3targets
About
Financial Advisor - Investment & Retirement Planning
canada
calgary
banking
relationship management, wealth management, project management, bonds, certified financial planner, financial planning, sales management, investment management, canadian securities course, pension funds, credit risk and analysis, banking, finance, epc, project control, budgeting, forecasting, cost variance analysis, progress monitoring, treasury, management, business analysis, risk management, mutual funds, financial analysis, portfolio management, investments, team leadership, financial services, customer service, credit
Experience

3targets
calgary alberta canada

financial advisor - investment and retirement planning
scotiabank

client manager
rbc investor & treasury services

financial planner
bmo financial group

financial advisor
cibc

project controls
gemini corporation

senior account manager
canadian western bank
Canadian Western Bank offers a full range of business and personal banking services across the four western provinces and is the largest publicly traded Canadian bank headquartered in Western Canada. CWB and its subsidiaries, together known as CWB Group, offer a diversified range of financial services in banking, trust services and wealth management. Known for our great personal service and award-winning culture, we employ more than 2,000 people in more than 50 communities across Canada.Building trust with clients is key to our unique brand of personal service. We'll take the time to understand your goals and aspirations so we can ensure you get the support, guidance and service you need to be successful. Count on us to share your sense of urgency, deliver on our promises and offer common-sense solutions that meet your financial services needs. Our service promise is rooted in our genuine care for our clients' success. We approach every client relationship as a partnership – when you succeed, we do too.
Education
crescent heights high school
university of calgary
economics
aaron phui's Contact Information
Phone
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