Amrit Mavi, Cfp® Clu®

Amrit Mavi, Cfp® Clu® Email and Phone Number

Founder & Partner at ATA Financial Group @ ATA Financial Group
Amrit Mavi, Cfp® Clu®'s Location
Regina, Saskatchewan, Canada, Canada
Amrit Mavi, Cfp® Clu®'s Contact Details

Amrit Mavi, Cfp® Clu® work email

Amrit Mavi, Cfp® Clu® personal email

n/a
About Amrit Mavi, Cfp® Clu®

I believe helping clients achieve their goals takes careful planning. Throughout our lifetime, financial emergencies, health crises, and even death are possible, any of which could dramatically impact our lifestyle and goals. I want my clients’ financial security plans to help them withstand these risks regardless of when they might occur.I work with my clients to create a financial security plan that addresses their concerns in four key areas: financial security at death, living benefits, liquidity and retirement. Their financial security plan will be tailored to their needs, risk tolerance and the goals they want to achieve.The process I follow to create each plan includes:  Gaining a clear understanding of my clients’ goals and dreams Analyzing their situation and identifying gaps Building a plan to help them achieve their short-term and long-term goals Reviewing their plan regularly to ensure it continues to meet their changing needs

Amrit Mavi, Cfp® Clu®'s Current Company Details
ATA Financial Group

Ata Financial Group

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Founder & Partner at ATA Financial Group
Amrit Mavi, Cfp® Clu® Work Experience Details
  • Ata Financial Group
    Partner
    Ata Financial Group Jan 2021 - Present
    Canada
    View
  • Mavi Wealth Management Inc
    Certified Financial Planner
    Mavi Wealth Management Inc Jun 2015 - Dec 2020
    Regina, Saskatchewan, Canada
  • Freedom 55 Financial
    Certified Financial Planner
    Freedom 55 Financial Sep 2014 - Jun 2015
    Regina, Saskatchewan
    View
  • Wyndham Hotel Group
    General Manager
    Wyndham Hotel Group 2008 - Aug 2014
    Regina
    • Increases managements effectiveness by recruiting, selecting, orientating, training, coaching, counseling, and disciplining managers • Build company image by collaborating by customers, government, community organization, enforcing ethical business practice• Maintains quality service by establishing and enforcing organization standards• Contributes to team effort by accomplishing related results as needed• Obtain profit contribution by managing staff, establishing and accomplishing business objectives
    View

Amrit Mavi, Cfp® Clu® Skills

Fundamental Analysis Security Analysis Macroeconomics Microeconomics Microsoft Excel Microsoft Word Microsoft Powerpoint Derivatives Trading Technical Analysis Stock Trading Investments Economic Data Analysis Financial Analysis Financial Modeling Powerpoint Customer Service Finance Financial Services Management Public Speaking Portfolio Management Sales Time Management Financial Planning Strategic Planning Retirement Planning Wealth Management Risk Management Mutual Funds Life Insurance Estate Planning

Amrit Mavi, Cfp® Clu® Education Details

Frequently Asked Questions about Amrit Mavi, Cfp® Clu®

What company does Amrit Mavi, Cfp® Clu® work for?

Amrit Mavi, Cfp® Clu® works for Ata Financial Group

What is Amrit Mavi, Cfp® Clu®'s role at the current company?

Amrit Mavi, Cfp® Clu®'s current role is Founder & Partner at ATA Financial Group.

What is Amrit Mavi, Cfp® Clu®'s email address?

Amrit Mavi, Cfp® Clu®'s email address is ma****@****55f.com

What schools did Amrit Mavi, Cfp® Clu® attend?

Amrit Mavi, Cfp® Clu® attended University Of Regina, University Of Regina.

What are some of Amrit Mavi, Cfp® Clu®'s interests?

Amrit Mavi, Cfp® Clu® has interest in Working Out, Environment, Education, Reading, Human Rights, Health.

What skills is Amrit Mavi, Cfp® Clu® known for?

Amrit Mavi, Cfp® Clu® has skills like Fundamental Analysis, Security Analysis, Macroeconomics, Microeconomics, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Derivatives Trading, Technical Analysis, Stock Trading, Investments, Economic Data Analysis.

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