Cfp® Jason Pun

Jason Pun, CFP®, has extensive experience in financial planning and advisory roles. Jason is currently working as an Associate, Financial Planner at Canaccord Genuity Group Inc. since December 2021. Prior to that, they served as a Financial Planner at BMO Financial Group from November 2020 to December 2021.

From 2016 to 2020, Jason worked at BlueShore Financial, where they held multiple positions. Jason served as a Financial Advisor from an unspecified date in 2019 to November 2020. Before that, they worked as an Advisory Associate and a Financial Services Associate, starting in 2016.

Earlier in their career, Jason worked at Credential Asset Management Limited as a Mutual Fund Investment Specialist from an unspecified date in 2016 until 2020.

Jason Pun, CFP®, holds a Bachelor's degree in Economics from The University of British Columbia, which they completed between 2012 and 2016. Jason has acquired several additional certifications, including the Certified Financial Planner (CFP) designation from FP Canada, obtained in 2020. In 2018, they completed the Financial Planning II course at the Canadian Securities Institute, followed by the Financial Planning I course in 2017. Furthermore, in 2017, they obtained the Investment Funds in Canada Course certification from the Canadian Securities Institute.