Percival Chang Cim,Fma,F CSI,MBA
About Percival Chang Cim,Fma,F CSI,MBA
Percival Chang Cim, FMA, FCSI, MBA, serves as the Regional Vice President for British Columbia at MD Financial Management. He has extensive experience in financial services, having held various managerial roles at organizations such as Clarica Financial Services and Sun Life Financial over a career spanning several decades.
Work at MD Financial Management
Currently, Percival Chang Cim holds the position of Regional Vice President at MD Financial Management | Gestion financière MD. He has been in this role since 2020, overseeing operations in British Columbia. His responsibilities include managing regional strategies and ensuring the delivery of financial services to clients. His tenure at MD Financial Management reflects his commitment to enhancing financial advisory services in the region.
Previous Experience in Financial Services
Percival Chang Cim has extensive experience in the financial services sector. He worked at Clarica Financial Services as Manager of Retail Wealth Management from 2000 to 2002. He then served as Associate Manager at Clarica from 2002 to 2005. Following this, he held the position of Senior Associate Manager at Sun Life Financial from 2006 to 2008. He continued his career at Sun Life Financial as Financial Centre Manager from 2009 to 2012 and later as Regional Manager for Western Canada from 2005 to 2006. His roles have involved team leadership and financial advisory.
Education and Expertise
Percival Chang Cim has a robust educational background. He earned a Master of Business Administration (MBA) from Simon Fraser University between 2018 and 2019. He also holds a Bachelor of Science degree in Environmental Science/Business from Simon Fraser University, completed from 1986 to 1991. Additionally, he obtained a Graduate Diploma in Business Administration from Simon Fraser University from 2016 to 2018. His professional designations include CIM, FMA, and FCSI, achieved through the Canadian Securities Institute from 1993 to 2002.
Specialization in Team Development
Percival Chang Cim specializes in coaching, training, and leading teams within the financial advisory sector. His expertise lies in financial advisor business management and consulting, with a focus on sales management and financial advice. He has a proven track record of motivating and educating teams, emphasizing the importance of nurturing inner motivation to help individuals reach their potential in business development.
Background in Financial Advisory
Percival Chang Cim began his career in financial advisory as a Senior Financial Advisor at Royal Trust from 1992 to 1997. This role laid the foundation for his extensive experience in the financial services industry. His career has spanned various leadership roles, allowing him to develop a comprehensive understanding of financial management and client relations.