Karan M, Pfp®

Karan M, Pfp® Email and Phone Number

Accredited Financial Planner at RBC Financial Planning @ RBC
toronto, ontario, canada
Karan M, Pfp®'s Location
Calgary, Alberta, Canada, Canada
About Karan M, Pfp®

Empowering your financial future. Area of expertise include Optimizing Net Worth and Cash Flow, Borrowing and Debt management, Tax Planning, Investment Planning, Retirement Planning, Transitioning into Retirement, Estate Planning and Risk Management.Customer focused & goal driven professional with over 15 years of experience in Banking, Credit & Investments (Personal & Business), exceptional skills in Financial Planning, Customer Service, Financial sales, Relationship building & Project management.

Karan M, Pfp®'s Current Company Details
RBC

Rbc

View
Accredited Financial Planner at RBC Financial Planning
toronto, ontario, canada
Website:
rbc.com
Employees:
79151
Karan M, Pfp® Work Experience Details
  • Rbc
    Financial Planner
    Rbc May 2019 - Present
    View
  • Rbc
    Financial Advisor
    Rbc Jun 2017 - May 2019
    View
  • Rbc
    Investment Advisor
    Rbc Feb 2014 - May 2017
    View
  • Abu Dhabi Commercial Bank
    Senior Relationship Manager
    Abu Dhabi Commercial Bank May 2012 - Dec 2013
    Dubai, United Arab Emirates
    View
  • Citi
    Retail Sales Executive
    Citi Jan 2011 - Apr 2012
    Dubai, United Arab Emirates
    View
  • Standard Chartered Bank
    Personal Financial Manager
    Standard Chartered Bank Oct 2009 - Dec 2010
    India
    View

Karan M, Pfp® Education Details

  • Canadian Securities Institute
    Canadian Securities Institute
    Investments And Securities
  • Symbiosis Institute Of Management Studies
    Symbiosis Institute Of Management Studies
    Retail Banking And Sales
    View
  • Canadian Securities Institute
    Canadian Securities Institute
    Finance And Financial Management Services
  • Canadian Securities Institute
    Canadian Securities Institute
    Investments And Securities
  • Sinhgad College Of Engineering
    Sinhgad College Of Engineering
    Computer Engineering
    View
  • Canadian Securities Institute
    Canadian Securities Institute
    Banking And Financial Support Services
  • Canadian Securities Institute
    Canadian Securities Institute
    Banking And Financial Support Services
  • Canadian Securities Institute
    Canadian Securities Institute
    Applied Financial Planning -1
  • Canadian Securities Institute
    Canadian Securities Institute
    Banking And Financial Support Services
  • Fp Canada
    Fp Canada
    Financial Planning And Services

Frequently Asked Questions about Karan M, Pfp®

What company does Karan M, Pfp® work for?

Karan M, Pfp® works for Rbc

What is Karan M, Pfp®'s role at the current company?

Karan M, Pfp®'s current role is Accredited Financial Planner at RBC Financial Planning.

What schools did Karan M, Pfp® attend?

Karan M, Pfp® attended Canadian Securities Institute, Symbiosis Institute Of Management Studies, Canadian Securities Institute, Canadian Securities Institute, Sinhgad College Of Engineering, Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute, Fp Canada.

Who are Karan M, Pfp®'s colleagues?

Karan M, Pfp®'s colleagues are Elaine Albert, Emilija Radisic, Kevin Lee, Kelly Ferrari, Rashid Hasan, Alison Crook-Young, Junior Akolly, Adm.a..

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.