Kai L. Cheung

MBA, CFA, FRM, PRM, RealtorĀ®

Kai graduated from the University of Michigan with an MBA in Finance. He began his career in corporate banking with J P Morgan Chase and has accumulated extensive experience in the area of credit and financial management. He has also worked at AXA Advisor, Countrywide and Bank of America where he gained valuable experience in financial advisory as well as mortgage consultation.

Kai recently joined Pension Maxima as a Registered Investment Advisor and will begin to consult in the area of retirement and special financial needs. He will also be the in-house expert in the area of mortgage and real estate investment.

Kai adopts a holistic approach to financial planning and risk management. He is adept in incorporating real assets as an important element of the planning process.

Kai is a CFA charterholder. He also holds the FRM and PRM risk management designations. Kai is also a licensed Real Estate Broker and member of CFASF, GARP, PRMIA and SCCAOR.