CWB Maxium Financial
Jay Lun, CFA, CAIA, currently serves as the Director of Structured Finance at CWB Maxium Financial, where responsibilities include managing a portfolio of structured finance programs and underwriting new initiatives. Prior experience includes a role as Senior Analyst in Public Market Alternatives at the Investment Management Corporation of Ontario, leading the development of a Private Idiosyncratic Strategy that allocated over C$1.1 billion in capital. Previous positions at State Street involved senior management in performance analytics and client services, while early career experience included equity research at Jiangsu Sushang Investment Group and customer service at TD. Jay Lun holds an Honours Bachelor of Science in Economics and Psychology from the University of Toronto.
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CWB Maxium Financial
CWB Maxium Financial originates, structures and finances loans up to $10 million in various industries across Canada. We deliver customized leasing and loan solutions for niche industries, and we have internal expertise in every industry we fund. • The commercial lending teams deliver financing solutions for vendor programs, energy and renewable projects, transportation and construction, aircraft, condo and strata maintenance and repair. • The healthcare financing team works with over 2,300 healthcare professionals in pharmacy, optometry, dentistry, veterinary, nursing homes and other professions. • The golf financial specialists provide equipment leasing and mortgage solutions to 800+ Canadian golf courses. On March 1st, 2016, Maxium and Desante officially became a CWB Group company and our new name is CWB Maxium Financial. As a CWB Group company, CWB Maxium Financial has the backing of a strong funder and larger, diversified organization, which will give us the opportunity to help more customers, in more ways, and to take our company to another level of service, performance and growth. With offerings in business and personal banking, equipment leasing and financing, trust services, and wealth management services, CWB Group is Canada’s largest publicly traded financial services institution headquartered in Western Canada (Edmonton, Alberta). www.cwb.com Our business remains as strong as ever and that this new relationship will only enhance our ability to continue to do business. We will maintain our office at 30 Vogell Road and there will be no interruption or impact on our ability to service your needs. Core Values: Balance, Respect, Integrity, Commitment, Customer First