investment and wealth advisor at cibc private wealth@ CIBC Wood Gundy
Richmond Hill, Ontario, Canada
Neil Quying Cui, MBA
GET FULL PROFILE 
University of Toronto
Real-Time AI Research
FlashIntel GPT
Tell me more about Neil Quying Cui, MBA?
FlashIntel GPTNeil Quying Cui, MBA is a highly experienced finance professional with over 20 years of work experience. He has a strong background in financial modeling, analysis, risk management, and valuation. Neil has worked in various roles, including as an Investment and Wealth Advisor at CIBC Wood Gundy and RBC Dominion Securities. He is currently pursuing an MBA in Finance and holds a CFA level II candidate. Neil's specialties include financial planning, wealth management, investment management, tax planning, and risk management. He is based in Richmond Hill, Ontario, Canada.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
* MBA in Finance, CFA level II Candidate, Pursuing CFP * 15+ years in financial and banking industry * 10+ years handling HNW families wealth management, credit and loads, maintained long term relationship Specialties: - Financial Planning - Wealth Management - Investment Management - Tax Planning - Financial Planning - Risk Management - CRS and Family Trust Consulting
Work Experience
investment and wealth advisor at cibc private wealth
Financial Services
Neil Quying Cui, MBA's Professional Milestones
- Senior Business Officer (2009-08-01~2010-08-01): Building a successful business model by driving revenue growth by implementing strategic strategies and fostering strong client relationships.
- Investment Advisor (2016-07-01~2021-09-01): Achieved consistent returns in investment decisions through comprehensive analysis and strategic risk management.
Education
Skill
Financial Modeling
Financial Analysis
Risk Management
Valuation
Ifrs
Derivatives
Credit Risk
Forecasting
Variance Analysis
Banking
Strategic Financial Planning
Corporate Finance
Investment Banking
Credit
Credit Analysis
Business Valuation
Finance
Equity Research
Bloomberg
Due Diligence
Financial Accounting
Private Equity/venture Capital
Certification
Colleagues
Fabio Danisi
private wealth management and investment advisory - co-president of the ypma young professionals in m&a
Ray Smallwood
first vice president at cibc wood gundy
Arthur Silber Silber
Vice President
Rick Ragno
owner cibc wood gundy
Greg Furtney
business owner and senior consultant at gna solutions ltd
Other Named Neil Quying Cui, MBA
Frequently asked questions
We found 2 Neil Quying Cui, MBA's email addresses
We found 1 Neil Quying Cui, MBA's phone numbers
Neil Quying Cui, MBA's social media include: Linkedin,
Neil Quying Cui, MBA works for CIBC Wood Gundy
Neil Quying Cui, MBA's role in CIBC Wood Gundy is investment and wealth advisor at cibc private wealth
Neil Quying Cui, MBA works in the industry of Financial Services
Neil Quying Cui, MBA's colleagues are Fabio Danisi,Ray Smallwood,Arthur Silber Silber
Neil Quying Cui, MBA's latest job experience is investment and wealth advisor at cibc private wealth at CIBC Wood Gundy
Neil Quying Cui, MBA's latest education in University of Toronto
