Alfred Poon, Cfp, Cim, Fma

Alfred Poon, Cfp, Cim, Fma Email and Phone Number

Principal - AssetPlus Financial Services Inc. | MDRT COT Member @ AssetPlus Financial Services Inc.
richmond, british columbia, canada
Alfred Poon, Cfp, Cim, Fma's Location
Richmond, British Columbia, Canada, Canada
Alfred Poon, Cfp, Cim, Fma's Contact Details

Alfred Poon, Cfp, Cim, Fma work email

Alfred Poon, Cfp, Cim, Fma personal email

n/a
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.

Alfred Poon, Cfp, Cim, Fma's Current Company Details
AssetPlus Financial Services Inc.

Assetplus Financial Services Inc.

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Principal - AssetPlus Financial Services Inc. | MDRT COT Member
richmond, british columbia, canada
Website:
assetplus.ca
Employees:
11
Alfred Poon, Cfp, Cim, Fma Work Experience Details
  • Assetplus Financial Services Inc.
    Managing Director
    Assetplus Financial Services Inc. Jan 2008 - Present
    Richmond, Bc
    View
  • Portfolio Strategies Corporation
    Branch Manager
    Portfolio Strategies Corporation Jan 2008 - Dec 2018
    View
  • Tmg The Mortgage Group
    Mortgage Professional
    Tmg The Mortgage Group Oct 2015 - Aug 2018
    View
  • Mortgage Architects
    Lead Mortgage Planner
    Mortgage Architects Jul 2014 - Sep 2015
    Vancouver, Canada Area
    View
  • Vancity
    Account Manager
    Vancity Jun 2007 - Jan 2008
    View
  • Cibc
    Personal Banker
    Cibc Oct 2005 - Jun 2007
    View

Alfred Poon, Cfp, Cim, Fma Skills

Investments Portfolio Management Financial Services Mutual Funds Retirement Planning Life Insurance Investment Advisory Credit Loans Finance Managerial Finance Wealth Management Financial Advisory Securities Strategic Financial Planning Financial Planners Asset Management Retirement Estate Planning Alternative Investments Critical Illness Wealth Mortgage Lending Investment Strategies Financial Planning

Alfred Poon, Cfp, Cim, Fma Education Details

Frequently Asked Questions about Alfred Poon, Cfp, Cim, Fma

What company does Alfred Poon, Cfp, Cim, Fma work for?

Alfred Poon, Cfp, Cim, Fma works for Assetplus Financial Services Inc.

What is Alfred Poon, Cfp, Cim, Fma's role at the current company?

Alfred Poon, Cfp, Cim, Fma's current role is Principal - AssetPlus Financial Services Inc. | MDRT COT Member.

What is Alfred Poon, Cfp, Cim, Fma's email address?

Alfred Poon, Cfp, Cim, Fma's email address is al****@****ail.com

What schools did Alfred Poon, Cfp, Cim, Fma attend?

Alfred Poon, Cfp, Cim, Fma attended Simon Fraser University, Pinetree Secondary School.

What skills is Alfred Poon, Cfp, Cim, Fma known for?

Alfred Poon, Cfp, Cim, Fma has skills like Investments, Portfolio Management, Financial Services, Mutual Funds, Retirement Planning, Life Insurance, Investment Advisory, Credit, Loans, Finance, Managerial Finance, Wealth Management.

Who are Alfred Poon, Cfp, Cim, Fma's colleagues?

Alfred Poon, Cfp, Cim, Fma's colleagues are Nikki Chen, Liwen（fatima） Wang, Vicky Li, Frances Rui Li, Kelly Ding, Renee Chien.

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