Jun Heng (郭俊恒) Guo

• Provided ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in client''s circumstances.
• Developed comprehensive financial plans for clients, including investment strategy, retirement planning, and estate planning.
• Collaborated with tax professionals and attorneys to optimize clients'' wealth preservation strategies.
• Negotiated favorable terms on behalf of clients in complex transactions involving real estate, private equity, and other alternative investments.
• Recommended specific investments to help clients meet financial goals.
• Manage 20 million CAD equity portfolio

Manage

• Processed applications for new accounts.
• Create New Websites for Investment Team
• Precessed tax documents for Clients

• Collaborated with team members to create budgets for school events
• Assisted in preparing school events financial report and annual reports for Kelowna C.S.S.A
• Trained in using basic excel functions to create budgets
• Developed presentation skills.

• Learned reading and create basic financial statement (Personal and Business)
• Experiences on presenting business plans
• Educated on financial products (Stocks and Options)
• Attended China CITIC bank business plan competition (rewarded 2nd place)

• Gathered and organized large amounts of financial statement and client's tax packages
• Educated on basic calculation of client's income and expenses with and without taxes.