WHITEMONT FINANCIAL SERVICES FIRM   Integrity generates credibility

LEO (CHAO YI) DUAN

(514) 393-1790 ext. 431

lduan@whitemont.com

Mutual Fund Representative1

 

 

 

Graduate diploma in Accounting; Bachelor in Economics with broad knowledge in the aspects of Economic, finance, accounting, and portfolio management; Direct experience with financial planning, financial analysis and capital budgeting;

Working experience in Canada: Mutual Fund Representative

PEAK Financial Group: 2011 - present

Investors Group: 2007-2010

1 Registered at PEAK Investment Services