财务顾问郭柳的教育、资历与工作简历
Education, Qualifications, & Work Experiences of Lynn Liu Guo
以下是我的教育背景、拥有的资历执照、以及工作简历。
Education (学历与资历):
- Master of McMaster University, Canada 加拿大McMaster大学社会学硕士
- Master of Economics, Peking University, China 北京大学经济学硕士
- Bachelor of Geography, Hunan Normal University, China 湖南师范大学理学学士
Qualifications (资历):
- CFP,Certified Financial Planner 国际金融理财师
- MDRT,Member of Million Dollar Round Table 百万圆桌会员
- RHU,Registered Health Underwriter 注册健康保险师
- CLU,Chartered Life Underwriter 特许人寿保险师
- Sun Life Financial President Circle Member 永明公司总裁圈奖成员
Licensed with (执照):
- Mutual Funds & RRSP Investment 互惠基金与养老储蓄
- Life & Travel Insurance 人寿及旅游医疗保险
- RESP Investment 教育储蓄
My Work History (工作经历):
- 98-date(1998年至今), Sun Life Financial, Canada (加拿大永明金融)
- 2015-date(2015年至今), President of CCFG Financial Services Inc. 华富理财金融服务公司(永明公司监管经纪服务公司)总裁
- 95-97, Mini-course Instructor, Univ. of Wisconsin, USA
- 92-94, Teaching & Research Assistant, McMaster Univ., Canada
- 91-92, Teacher, Greene's School at Oxford, UK
- 91, Journalist, Zhuzhou TV & Broadcast Bureau, China
- 84-88, School Teacher, Hunan, China
My Social Life (社会工作):
- Member of Toronto Chinese Gospel Church (Christian), 1997-Date.
- A Founder of Toronto Chinese Information Network, 1998-2012.
- Founder & volunteer of Toronto Home of Chinese New Immigrants, 1997-2006.
- Volunteer of St. Stephen Community Center, 1997-2001.