Experience

• 

  Lago Financial Inc.

  • Oakville, Ontario, Canada

  • Management Director

    • Apr 2019 - Present
    • Oakville, Ontario, Canada
• 

  12 Oaks Financial Inc.

  • Oakville, Ontario, Canada

  • President

    • Mar 2018 - Present
    • Oakville, Ontario, Canada
• 

  Hatitac Inc

  • 716 Gordon Baker Rd, North York, ON M2H

  • Financial Advisor

    • May 2014 - Present
    • 716 Gordon Baker Rd, North York, ON M2H

    Licensed insurance broker provide various professional insurance products and service. Good networking established and excellent working ethic make business developed.

• 

  Scotiabank

  • Erin Mills Town Centre

  • Customer Service Representative

    • May 2013 - May 2014
    • Erin Mills Town Centre

    Accept cash and cheques for deposit and process cash withdrawalsPerform specialized tasks such as personal money orders,bank drafts, issuing traveler's checks and exchanging foreign currencyPerform services for customers such as ordering bank cards and checksReceive and verify loan payments, ...

• 

  Investors Group Financial Services Inc.

  • Brampton, ON

  • Financial Planning Assistant

    • Sep 2009 - Nov 2009
    • Brampton, ON

    Conducted cold calls in order to expand business and attract new clients; Analyzed clients' financial records, set goals and developed a financial strategy;Assisted the supervisor to develop personal financial plans for clients covering cash management, finances, insurance coverage, investmen...

• 

  Yunnan Normal University

  • Kunming, China

  • Administrative office Manager

    • Jul 2003 - Jul 2007
    • Kunming, China

    Carried out administrative activities and planed for students services, such as accommodation, relocations, equipment, supplies, forms, disposal of assets, and maintenanceEstablished work priorities, ensured deadlines were met and procedures were followed Trained new staff and evaluated their per...

• 

  Kai Wah Plaza International Hotel

  • Kunming, Yunnan, China

  • Front Desk Receptionist

    • Jun 2002 - Feb 2003
    • Kunming, Yunnan, China

    Registered arriving guests and assign roomsAnswered enquiries regarding hotel services and registration by telephone and in person, provided information about services available in the community and responded to guests' complaintsPresented statements of charges to departing guests and receive...