Profile
Mr. Wee joined Foster & Associates Portfolio Management Group in 2008 after two years managing its Trading Desk.
Previously he was employed at a major Canadian Bank’s Internet Brokering Division.
Additionally, he has had experience in trading equity index futures and interest rate futures in Asia.
Mr. Wee has completed all three levels of the CFA examinations and is a member of both the CFA Institute and the Toronto CFA Society.
He has also completed all three levels of the CMT examinations (Chartered Market Technician) offered by the MTA (Market Technicians Association) in the US.
He is a member of both the MTA and the CSTA (Canadian Society of Technical Analysts).
He earned the DMS (Derivatives Market Specialist) designation from the CSI (Canadian Securities Institute).
Former positions of Curtis Wee
| Companies | Position | End |
|---|---|---|
Foster & Associates Financial Services, Inc.
 Foster & Associates Financial Services, Inc. Investment ManagersFinance Foster & Associates Financial Services, Inc. (Foster & Associates) is an independent, Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded by William Foster in 1994. Foster & Associates offers both individual advisory services and portfolio management for Canadian families. | Analyst-Equity | 30/12/2009 |
Bank of Montreal Mortgage Corp.
 Bank of Montreal Mortgage Corp. Finance/Rental/LeasingFinance Bank of Montreal Mortgage Corp. provides mortgage banking, loan and saving facilities. It helps customers in financial affairs by delivering the financial services through a single point of contact. The company is headquartered in Calgary, Canada | Corporate Officer/Principal | 30/12/2005 |
BMO Financial Group, Inc.
 BMO Financial Group, Inc. Investment Banks/BrokersFinance BMO Financial Group, Inc. provides wealth management and other financial services. It is a diversified financial services provider which offer clients a broad range of personal, commercial, corporate and institutional financial services across Canada and in the United States through BMO Bank of Montreal, BMO Nesbitt Burns, BMO Capital Markets and Chicago-based subsidiary, Harris Bank. BMO Financial Group is located in Toronto, Canada | Consultant / Advisor | 29/11/2005 |
Training of Curtis Wee
| University of Toronto | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Foster & Associates Financial Services, Inc.
Foster & Associates Financial Services, Inc. Investment ManagersFinance Foster & Associates Financial Services, Inc. (Foster & Associates) is an independent, Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded by William Foster in 1994. Foster & Associates offers both individual advisory services and portfolio management for Canadian families. | Finance |
Bank of Montreal Mortgage Corp.
Bank of Montreal Mortgage Corp. Finance/Rental/LeasingFinance Bank of Montreal Mortgage Corp. provides mortgage banking, loan and saving facilities. It helps customers in financial affairs by delivering the financial services through a single point of contact. The company is headquartered in Calgary, Canada | Finance |
BMO Financial Group, Inc.
BMO Financial Group, Inc. Investment Banks/BrokersFinance BMO Financial Group, Inc. provides wealth management and other financial services. It is a diversified financial services provider which offer clients a broad range of personal, commercial, corporate and institutional financial services across Canada and in the United States through BMO Bank of Montreal, BMO Nesbitt Burns, BMO Capital Markets and Chicago-based subsidiary, Harris Bank. BMO Financial Group is located in Toronto, Canada | Finance |
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