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Aaron Phui Email & Phone Number

Associate, Equity Plan Services at J.P. Morgan Workplace Solutions
Location: Greater Calgary Metropolitan Area, Canada 9 work roles 5 schools
1 work email found @globalshares.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email a****@globalshares.com
LinkedIn Profile matched
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Current company
J.P. Morgan Workplace Solutions
Role
Associate, Equity Plan Services
Location
Greater Calgary Metropolitan Area, Canada
Company size
267 employees

Who is Aaron Phui? Overview

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Quick answer

Aaron Phui is listed as Associate, Equity Plan Services at J.P. Morgan Workplace Solutions, a with 267 employees, based in Greater Calgary Metropolitan Area, Canada. AeroLeads shows a work email signal at globalshares.com and a matched LinkedIn profile for Aaron Phui.

Aaron Phui previously worked as Analyst, Equity Plan Management at Global Shares and Analyst, Equity Plan Management at Global Shares. Aaron Phui holds Bachelor Of Arts (Ba), Economics from The University Of Calgary.

Company email context

Email format at J.P. Morgan Workplace Solutions

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{first_initial}{last}@globalshares.com
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AeroLeads found 1 current-domain work email signal for Aaron Phui. Compare company email patterns before reaching out.

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Profile bio

About Aaron Phui

Sifting through numbers can be nightmarish. I cut through the chaos to investigate facts and provide the truth by analyzing data so the results are meaningful for the readers. By learning and adapting quickly, I am able to use my natural intuition to provide insights and innovative ideas for business decision-making and performance analytics. Believing that no person is an island, I am a relationship builder who equates success with teamwork.KEY SKILLS• Economic Valuation, Financial Analysis, Statistical Interpretation, Cost-Benefit Analysis• Investment Analysis, Portfolio Management, Risk Management & Analysis• Anticipatory, Logical, Analytical, and Practical Decision Maker• Problem Solver and Creative Continuous Improvement Solutions Provider• Excellent Communicator (Speaker and Writer), Team Leader, and Relationship Builder• MS Office (Outlook, Excel, Word, PowerPoint, Access), MS Project, Power BI, SQL, SAS, SAP• Secondary language fluency: Chinese / Cantonese

Listed skills include Relationship Management, Wealth Management, Project Management, Bonds, and 27 others.

Current workplace

Aaron Phui's current company

Company context helps verify the profile and gives searchers a useful next step.

J.P. Morgan Workplace Solutions
J.P. Morgan Workplace Solutions
Associate, Equity Plan Services
Calgary, AB, CA
Website
globalshares.com
Employees
267
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Company profile
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9 roles

Aaron Phui work experience

A career timeline built from the work history available for this profile.

Analyst, Equity Plan Management

Global Shares

Calgary, Alberta, Canada

Analyst, Equity Plan Management

Global Shares

Calgary, Alberta, Canada

Financial Advisor - Investment & Retirement Planning

Scotiabank

Calgary, Alberta, Canada

As the Investment and Retirement Planning specialist for one of the biggest branches in Calgary, I was responsible for engaging high-net-worth ($100K+ assets) clients to provide holistic financial planning advice. Provided strategies, jointly implemented plans, and held regular follow-up meetings to evaluate progress

Apr 2018 - Feb 2019

Senior Account Manager

Canadian Western Bank

Calgary, Canada Area

Managed a book of clients with total assets of $35M+. Responsible for providing financial advice, credit adjudication, and credit facility reviews.

May 2015 - Apr 2018

Project Controls

Gemini Corporation

Calgary, Canada Area

Responsible for set up, data collecting, and cost control reports development for fabrication, construction, and maintenance projects. Project budgets ranged from $100K - $10M. Monitored variances and recommended solutions per key performance indicators.

Oct 2013 - Apr 2015

Client Manager

Rbc Investor Services

Built and enhanced business relationships for 30 clients in the trust and custodial financial service industry. Types of portfolios include pension plans, corporate treasuries, and first nation trust funds. Portfolio assets ranged from $30M to $2B+.

Sep 2008 - Oct 2013

Financial Planner

Bmo Financial Group

Managed and built relationships with existing and new clients through the use of holistic financial planning, specializing in providing investment advice and solutions.

Jul 2007 - Sep 2008

Financial Adviser

Cibc

Managed and built a book of mass affluent clients as part of CIBC’s Imperial Service brand by providing objective advice and solutions regarding their investment, tax, and estate planning needs. Portfolio size was $65M+ and consisted of over 300 high-value households.

May 1998 - Jun 2007
Team & coworkers

Colleagues at J.P. Morgan Workplace Solutions

Other employees you can reach at globalshares.com. View company contacts for 267 employees →

LO Liam O'Sullivan Liam O'Sullivan Colleague at J.P. Morgan Workplace SolutionsCounty Kerry, Ireland View → SH Sean Harrington Sean Harrington Colleague at J.P. Morgan Workplace SolutionsIreland View → DN Deirdre Naysmith (Nee O'Riordan) Deirdre Naysmith (Nee O'Riordan) Colleague at J.P. Morgan Workplace SolutionsIreland View → TB Trevor Brogdon Trevor Brogdon Colleague at J.P. Morgan Workplace SolutionsNashville, Tennessee, United States View → RD Robin Drayton Robin Drayton Colleague at J.P. Morgan Workplace SolutionsCharlotte, North Carolina, United States View → AJ Anita Jordan Chartered Mcipd Anita Jordan Chartered Mcipd Colleague at J.P. Morgan Workplace SolutionsIreland View → KO Katie O’Keeffe Katie O’Keeffe Colleague at J.P. Morgan Workplace SolutionsTipperary, County Tipperary, Ireland View → SB Sophia Breitkopf Sophia Breitkopf Colleague at J.P. Morgan Workplace SolutionsCounty Cork, Ireland View → FP Fiona Prendeville Fiona Prendeville Colleague at J.P. Morgan Workplace SolutionsIreland View → AR Aisling Riordan Aisling Riordan Colleague at J.P. Morgan Workplace SolutionsClonakilty, County Cork, Ireland View →
5 education records

Aaron Phui education

Passed Cfa Level 1

Cfa Institute

Practical Project Controls

3Targets

Education record

Crescent Heights High School
FAQ

Frequently asked questions about Aaron Phui

Quick answers generated from the profile data available on this page.

What company does Aaron Phui work for?

Aaron Phui works for J.P. Morgan Workplace Solutions.

What is Aaron Phui's role at J.P. Morgan Workplace Solutions?

Aaron Phui is listed as Associate, Equity Plan Services at J.P. Morgan Workplace Solutions.

What is Aaron Phui's email address?

AeroLeads has found 1 work email signal at @globalshares.com for Aaron Phui at J.P. Morgan Workplace Solutions.

Where is Aaron Phui based?

Aaron Phui is based in Greater Calgary Metropolitan Area, Canada while working with J.P. Morgan Workplace Solutions.

What companies has Aaron Phui worked for?

Aaron Phui has worked for J.P. Morgan Workplace Solutions, Global Shares, Scotiabank, Canadian Western Bank, and Gemini Corporation.

Who are Aaron Phui's colleagues at J.P. Morgan Workplace Solutions?

Aaron Phui's colleagues at J.P. Morgan Workplace Solutions include Liam O'Sullivan, Sean Harrington, Deirdre Naysmith (Nee O'Riordan), Trevor Brogdon, and Robin Drayton.

How can I contact Aaron Phui?

You can use AeroLeads to view verified contact signals for Aaron Phui at J.P. Morgan Workplace Solutions, including work email, phone, and LinkedIn data when available.

What schools did Aaron Phui attend?

Aaron Phui holds Bachelor Of Arts (Ba), Economics from The University Of Calgary.

What skills is Aaron Phui known for?

Aaron Phui is listed with skills including Relationship Management, Wealth Management, Project Management, Bonds, Certified Financial Planner, Financial Planning, Sales Management, and Investment Management.

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