Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Kevin Chai

Surrey,BC

Summary

With a deep desire for making a difference in the lives of others, Kevin quickly found himself in the Wealth Management Industry after graduation. Kevin recognizes the uniqueness of each client and is dedicated to delivering unparalleled customer service to address their needs and concerns. Kevin is a Registered Representative with CIRO, and is currently working towards Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designation.

Overview

6
6
years of professional experience

Work History

Client Associate (RR Licensed)

CIBC Wood Gundy
05.2022 - Current
  • Help individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Support Investment Advisors in preparing financial plans, including gathering and analyzing client data (income, expenses, assets, liabilities, etc.).
  • Assist in the monitoring and review of client investment portfolios. Ensure portfolios align with clients’ financial goals and risk profiles.
  • Prepare regular client reports detailing investment performance, portfolio allocation, and progress toward financial goals.
  • Coordinate client meetings, preparing agendas, and ensuring follow-up on action items.


President

Student Business Association
04.2019 - 04.2022
  • VP of Finance, 04/2019 - 04/2021
  • Oversee and direct SBA - ensuring the club operates under its vision.
  • Host regular career networking events with experienced professionals in different industries.
  • Build and maintain strong relationships with the business faculty, alumni and local businesses.
  • Create positive team culture to ensure great and enjoyable working relationships

President

Trinity Accounting Association
04.2021 - 04.2022
  • Serve Accounting students by planning and coordinating events such as CPA Panel, CPABC Information Session and CPABC Case Competition
  • Initiate Tax Clinic with CRA to assist all students filing income taxes
  • Chair weekly TAA meetings
  • Maintain strong relationships with CPABC and local accounting firms


Education

BBA (Honors) - Finance, Accounting, Marketing

Trinity Western University
Langley
04.2022

Skills

  • Ability to learn quickly
  • Excellent Quantitative & Analytical skills
  • Proficient with Microsoft Word, Excel, PowerPoint
  • Self-motivated
  • Ability to multi-task
  • Ability to work under pressure

Accomplishments

  • 2020 Fraser Valley CPA Association Scholarship Award
  • 2018-2019, 2019-2020, 2020-2021, 2021-2022 Trinity Western University President Scholarship
  • 2018 BCCIE International Student Ambassador Scholarship for Post Secondary Entry

Timeline

Client Associate (RR Licensed)

CIBC Wood Gundy
05.2022 - Current

President

Trinity Accounting Association
04.2021 - 04.2022

President

Student Business Association
04.2019 - 04.2022

BBA (Honors) - Finance, Accounting, Marketing

Trinity Western University

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Kevin Chai