![Curtis Wee](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Wee joined Foster & Associates Portfolio Management Group in 2008 after two years managing its Trading Desk.
Previously he was employed at a major Canadian Bank’s Internet Brokering Division.
Additionally, he has had experience in trading equity index futures and interest rate futures in Asia.
Mr. Wee has completed all three levels of the CFA examinations and is a member of both the CFA Institute and the Toronto CFA Society.
He has also completed all three levels of the CMT examinations (Chartered Market Technician) offered by the MTA (Market Technicians Association) in the US.
He is a member of both the MTA and the CSTA (Canadian Society of Technical Analysts).
He earned the DMS (Derivatives Market Specialist) designation from the CSI (Canadian Securities Institute).
Anciens postes connus de Curtis Wee
| Sociétés | Poste | Fin |
|---|---|---|
Foster & Associates Financial Services, Inc.
 Foster & Associates Financial Services, Inc. Investment ManagersFinance Foster & Associates aims to maximize client’s potential growth by choosing the right investment vehicles and putting them in the right accounts (RESP, RRSP or TFSA), based on the potential tax consequences for each investment. Their approach is focused on steady wealth accumulation and income generation. | Analyst-Equity | 31/12/2009 |
Bank of Montreal Mortgage Corp.
 Bank of Montreal Mortgage Corp. Finance/Rental/LeasingFinance Provides mortgage banking, loan and saving facilities | Corporate Officer/Principal | 31/12/2005 |
BMO Financial Group, Inc.
 BMO Financial Group, Inc. Investment Banks/BrokersFinance Provides fund management services | Consultant / Advisor | 30/11/2005 |
Formation de Curtis Wee
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
95
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Foster & Associates Financial Services, Inc.
Foster & Associates Financial Services, Inc. Investment ManagersFinance Foster & Associates aims to maximize client’s potential growth by choosing the right investment vehicles and putting them in the right accounts (RESP, RRSP or TFSA), based on the potential tax consequences for each investment. Their approach is focused on steady wealth accumulation and income generation. | Finance |
BMO Financial Group, Inc.
BMO Financial Group, Inc. Investment Banks/BrokersFinance Provides fund management services | Finance |
Bank of Montreal Mortgage Corp.
Bank of Montreal Mortgage Corp. Finance/Rental/LeasingFinance Provides mortgage banking, loan and saving facilities | Finance |
University of Toronto
 University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
