AeroLeads people directory · profile
Alfred Poon, Cfp, Cim, Fma Email & Phone Number
President and CEO
at
AssetPlus Capital Inc.
1 work email found
@ymail.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
President and CEO
Location
Richmond, British Columbia, Canada
Who is Alfred Poon, Cfp, Cim, Fma? Overview
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Quick answer
Alfred Poon, Cfp, Cim, Fma is listed as President and CEO at AssetPlus Capital Inc., based in Richmond, British Columbia, Canada. AeroLeads shows a work email signal at ymail.com and a matched LinkedIn profile for Alfred Poon, Cfp, Cim, Fma.
Alfred Poon, Cfp, Cim, Fma previously worked as Managing Director at Assetplus Financial Services Inc. and Branch Manager at Portfolio Strategies Corporation. Alfred Poon, Cfp, Cim, Fma holds Bachelor Of Arts - Ba, Economics from Simon Fraser University.
Company email context
Email format at AssetPlus Capital Inc.
This section adds company-level context without repeating Alfred Poon, Cfp, Cim, Fma's masked contact details.
*@ymail.com
68% confidence
AeroLeads found 1 current-domain work email signal for Alfred Poon, Cfp, Cim, Fma. Compare company email patterns before reaching out.
Profile bio
About Alfred Poon, Cfp, Cim, Fma
Alfred graduated from Simon Fraser University with a Bachelor of Arts degree in Economics and Psychology, and holds the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Financial Management Advisor (FMA) designations. He has also completed the Certificate in Advanced Investment Advice and is a current MDRT member.Alfred has extensive experience in the financial industry, having worked at CIBC, Vancity, The Mortgage Group and Portfolio Strategies Corp in various banking, lending, investment and management roles. Alfred joined AssetPlus Financial Services Inc. in 2008 and is currently the Managing Director of the company, a Managing General Agent based in Richmond, BC. Alfred is life insurance licensed in BC, Alberta and Ontario.
Listed skills include Investments, Portfolio Management, Financial Services, Mutual Funds, and 21 others.
Current workplace
Alfred Poon, Cfp, Cim, Fma's current company
Company context helps verify the profile and gives searchers a useful next step.
Assetplus Capital Inc.
Website
AeroLeads page
7 roles
Alfred Poon, Cfp, Cim, Fma work experience
A career timeline built from the work history available for this profile.
Managing Director
Branch Manager
Jan 2008 - Dec 2018
Mortgage Professional
Oct 2015 - Aug 2018
Lead Mortgage Planner
Jul 2014 - Sep 2015
Account Manager
Jun 2007 - Jan 2008
Personal Banker
Oct 2005 - Jun 2007
2 education records
Alfred Poon, Cfp, Cim, Fma education
Bachelor Of Arts - Ba, Economics
Education record
Pinetree Secondary School
FAQ
Frequently asked questions about Alfred Poon, Cfp, Cim, Fma
Quick answers generated from the profile data available on this page.
What company does Alfred Poon, Cfp, Cim, Fma work for?
Alfred Poon, Cfp, Cim, Fma works for AssetPlus Capital Inc..
What is Alfred Poon, Cfp, Cim, Fma's role at AssetPlus Capital Inc.?
Alfred Poon, Cfp, Cim, Fma is listed as President and CEO at AssetPlus Capital Inc..
What is Alfred Poon, Cfp, Cim, Fma's email address?
AeroLeads has found 1 work email signal at @ymail.com for Alfred Poon, Cfp, Cim, Fma at AssetPlus Capital Inc..
Where is Alfred Poon, Cfp, Cim, Fma based?
Alfred Poon, Cfp, Cim, Fma is based in Richmond, British Columbia, Canada while working with AssetPlus Capital Inc..
What companies has Alfred Poon, Cfp, Cim, Fma worked for?
Alfred Poon, Cfp, Cim, Fma has worked for Assetplus Capital Inc., Assetplus Financial Services Inc., Portfolio Strategies Corporation, Tmg The Mortgage Group, and Mortgage Architects.
How can I contact Alfred Poon, Cfp, Cim, Fma?
You can use AeroLeads to view verified contact signals for Alfred Poon, Cfp, Cim, Fma at AssetPlus Capital Inc., including work email, phone, and LinkedIn data when available.
What schools did Alfred Poon, Cfp, Cim, Fma attend?
Alfred Poon, Cfp, Cim, Fma holds Bachelor Of Arts - Ba, Economics from Simon Fraser University.
What skills is Alfred Poon, Cfp, Cim, Fma known for?
Alfred Poon, Cfp, Cim, Fma is listed with skills including Investments, Portfolio Management, Financial Services, Mutual Funds, Retirement Planning, Life Insurance, Investment Advisory, and Credit.
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