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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.