Education & Professional Experience

Jason has studied at Simon Fraser University in Joint Major in Business and Economics, Finance between 2003 and 2008, then at Burnaby North Secondary.

Jason worked for Phillips, Hager & North Investment Management as Trade Operations Administrator between Jun 2014 and Sep 2019, for RBC Investor & Treasury Services as Reporting Administrator between Mar 2012 and May 2014, for RBC Dexia Investor Services as Client Service Representative between Dec 2009 and Mar 2012.

 Skills & Competences

Jason has the following skills : Financial Reporting, Performance Measurement, Visual Basic for Applications (VBA), Finance, Customer Service, Process Automation, Financial Analysis, Analytical Skills, Reporting & Analysis, Mutual Funds, Microsoft Excel, Equities, Analysis, Fixed Income, Problem Solving, Derivatives.

Jason graduated from the following courses : Canadian Securities Course (CSC).

Jason speaks the following languages : Mandarin, English.

Jason has earned the following certifications : Chartered Financial Analyst (CFA), delivered by CFA Institute.