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Gurvinder Kaur, B.A. Email & Phone Number

Financial Administrator at Assante Wealth Management at Assante Wealth Management
Location: Mississauga, Ontario, Canada 6 work roles 3 schools
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Current company
Role
Financial Administrator at Assante Wealth Management
Location
Mississauga, Ontario, Canada
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Who is Gurvinder Kaur, B.A.? Overview

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Quick answer

Gurvinder Kaur, B.A. is listed as Financial Administrator at Assante Wealth Management at Assante Wealth Management, a company with 961 employees, based in Mississauga, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Gurvinder Kaur, B.A..

Gurvinder Kaur, B.A. previously worked as Licensed Financial Administrator at Assante Wealth Management and Associate Consultant at Ig Wealth Management. Gurvinder Kaur, B.A. holds Financial Planning, Financial Planning And Services from Sheridan College.

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Email format at Assante Wealth Management

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Assante Wealth Management

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Profile bio

About Gurvinder Kaur, B.A.

Welcome to my LinkedIn profile! I am a seasoned financial service administrator with over two decades of experience in the financial industry. My dedication lies in ensuring the smooth operation of financial services and providing invaluable support to both clients and financial professionals.Throughout my career, I have built a strong foundation in finance, holding prestigious qualifications such as the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH), and insurance licenses. These credentials reflect my unwavering commitment to excellence and my ability to navigate the intricacies of the financial world.One of my greatest strengths is my exceptional client service skills. I understand that financial matters can be complex and daunting, and I take pride in simplifying these complexities for our clients. My approach is rooted in clear communication, responsiveness, and a genuine desire to assist clients in achieving their financial goals. My extensive background in financial services has equipped me with the skills and expertise to provide the highest level of service.I have played a pivotal role in streamlining processes, managing client accounts, and ensuring regulatory compliance. I deeply appreciate the importance of accuracy, confidentiality, and efficiency in financial services, and I am dedicated to upholding these standards in all that I do. Thank you for visiting my profile, and I look forward to connecting with you.

Current workplace

Gurvinder Kaur, B.A.'s current company

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Assante Wealth Management
Assante Wealth Management
Financial Administrator at Assante Wealth Management
toronto, ontario, canada
Website
Employees
961
AeroLeads page
6 roles · 26 years

Gurvinder Kaur, B.A. work experience

A career timeline built from the work history available for this profile.

Client Service Administrator

Ig Wealth Management
Jun 2015 - Dec 2017

Manager - Brokerage Services

New Delhi, India

2001 - 2010 ~9 yrs

Junior Internal Auditor

New Delhi, India

2000 - 2001 ~1 yr
Team & coworkers

Colleagues at Assante Wealth Management

Other employees you can reach at assante.com. View company contacts for 961 employees →

3 education records

Gurvinder Kaur, B.A. education

FAQ

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Quick answers generated from the profile data available on this page.

What company does Gurvinder Kaur, B.A. work for?

Gurvinder Kaur, B.A. works for Assante Wealth Management.

What is Gurvinder Kaur, B.A.'s role at Assante Wealth Management?

Gurvinder Kaur, B.A. is listed as Financial Administrator at Assante Wealth Management at Assante Wealth Management.

Where is Gurvinder Kaur, B.A. based?

Gurvinder Kaur, B.A. is based in Mississauga, Ontario, Canada while working with Assante Wealth Management.

What companies has Gurvinder Kaur, B.A. worked for?

Gurvinder Kaur, B.A. has worked for Assante Wealth Management, Ig Wealth Management, Investors Group, Indiabulls Group, and Citibank India.

Who are Gurvinder Kaur, B.A.'s colleagues at Assante Wealth Management?

Gurvinder Kaur, B.A.'s colleagues at Assante Wealth Management include Eva Tsai, Chloe Abi Haila, Albert Jakubowski, Peng (Ret), Ana-Georgiana Grasu, and Daryn Form.

How can I contact Gurvinder Kaur, B.A.?

You can use AeroLeads to view verified contact signals for Gurvinder Kaur, B.A. at Assante Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Gurvinder Kaur, B.A. attend?

Gurvinder Kaur, B.A. holds Financial Planning, Financial Planning And Services from Sheridan College.

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