“David worked for me as an intern and did a business analysis project. This internship was part of a program sponsored by Butler University bringing business students from Taiwan to experience American business. David adapted quickly to new surroundings as well as worked to understand and to take into account cultural differences. His work was well thought out and insightful. He has a great work ethic, works well with others and in a team environment. It was a real pleasure working and getting to know David. Jeff Miller”
About
My career mission:
I aim to bring more happiness to my friends, families, and clients. I strive to help them find more quality time with their loved ones, create more unforgettable vacation experiences, and achieve a smoother and earlier retirement plan. By assisting them in increasing their monthly cash flow and generating capital gains, I find true fulfillment in contributing to their overall well-being.
Please feel free to reach out to me by sending a direct message or email. I am more than happy to dedicate time to understand your needs and assist you in any way possible.
email: [email protected]
・ Financial services and CSC certified professional with over 10 years of strong experience in engaging with customers in assisting to achieve their financial goals such as providing investment education for financial needs/questions, building long-lasting customer relationships, facilitating accounts/transaction requests, handling problems by collaborating with team members/partners, and discussing portfolio reviews within the financial services industry.
・Skilled in advanced real estate investment strategies in Canada, with expertise in Exempt Market investments.
・Fluent in English and Mandarin, verbal and written communication.
Activity
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Kingswood Capital Management, the owner of Cost Plus World Market, aims to raise $1 billion for its third buyout fund, marking a significant increase…
Kingswood Capital Management, the owner of Cost Plus World Market, aims to raise $1 billion for its third buyout fund, marking a significant increase…
Liked by David Huang
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🌟 Yesterday was the Day! 🌟 I was invited to take my citizenship oath 🍁 Just over four and a half years ago, I stepped onto Canadian soil for the…
🌟 Yesterday was the Day! 🌟 I was invited to take my citizenship oath 🍁 Just over four and a half years ago, I stepped onto Canadian soil for the…
Liked by David Huang
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As the semester draws to a close, I want to take a moment to express my deepest gratitude to each and every one of you. Your dedication, enthusiasm…
As the semester draws to a close, I want to take a moment to express my deepest gratitude to each and every one of you. Your dedication, enthusiasm…
Liked by David Huang
Experience
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Education
Licenses & Certifications
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Mortgage Agent Course
REMIC
Issued
Courses
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Business Communication Dec/2022
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Canadian Securities Course July/2022
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ELT Accounting & Finance Program July/2021
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Mortgage Agent Course May/2022
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Languages
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English
Professional working proficiency
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Mandarin
Native or bilingual proficiency
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Taiwanese
Native or bilingual proficiency
Recommendations received
1 person has recommended David
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Can’t believe it has been 10 years! Thank you CPA Australia for sending this commemorative pin! #cpaaustralia #cpa #continuouslearning…
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The ASIR-HR team and I had a great time organizing the LinkedIn Free Headshots event at the University of Toronto. A special shout-out to Sesiny…
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The Speed Mentoring team at ACCES Employment hosted another inspiring event today in partnership with General Mills. Both mentors and mentees valued…
The Speed Mentoring team at ACCES Employment hosted another inspiring event today in partnership with General Mills. Both mentors and mentees valued…
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