Jose E. G.

Financial Planner, Investment and Retirement Planning @BMO

Winnipeg, MB, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2021 — Present

Financial Planner, Investment and Retirement Planning @BMO

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Winnipeg, MB, CA

EDUCATION

2014 — 2014

Canadian Securities Institute

Certificate in Financial Services Advice

2011

Canadian Securities Institute

Fellow of CSI - FCSI ®, Financial Planning and Services

2017 — 2018

Seneca Polytechnic

Certificate in Financial Planning

ABOUT JOSE E. G.

I’m a Registered Investment Sales Representative with BMO Investments Inc, based in Winnipeg. I thrive helping my clients reach their financial goals. If you have anyquestions or would like to talk more, please contact me at j••••••••@bmo.com! I’d behappy to help. Review the BMOII Social Media

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Jose E. G. — Financial Planner, Investment and Retirement Planning at BMO in Winnipeg, MB, CA | Unifers