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Mandeep Kaur Email & Phone Number

Finance Administrator at Investia Financial Services
Location: Toronto, Ontario, Canada 4 work roles 4 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Investia Financial Services
Role
Finance Administrator
Location
Toronto, Ontario, Canada
Company size
512 employees

Who is Mandeep Kaur? Overview

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Quick answer

Mandeep Kaur is listed as Finance Administrator at Investia Financial Services, a company with 512 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Mandeep Kaur.

Mandeep Kaur previously worked as Customer service cashier at Good Karma and Customer Service Cashier at Tim Hortons. Mandeep Kaur holds Honours Bachelor Of Commerce, Finance And Financial Management Services, 3.5/4 Gpa from Seneca College.

Company email context

Email format at Investia Financial Services

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Investia Financial Services

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Profile bio

About Mandeep Kaur

Detail-oriented Financial and Research Administrative Assistant with comprehensive experience in wealth management, financial advisory, and regulatory compliance. Skilled in sector and company analysis, leveraging AI tools such as Co-pilot and ChatGPT for market research and decision-making. Proficient in using CRM systems and financial management software like Maximizer, Univeris and NaviPlan. Proven ability to manage high-net-worth client relationships, conduct KYC checks, and prepare detailed financial reports

Current workplace

Mandeep Kaur's current company

Company context helps verify the profile and gives searchers a useful next step.

Investia Financial Services
Investia Financial Services
Finance Administrator
canada
Website
investia.ca
Employees
512
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Company profile
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4 roles

Mandeep Kaur work experience

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

Customer Service Cashier

Good Karma

North York, Ontario, Canada

  • Handling customer complaints and concerns promptly, escalating complex issues to direct supervisor for quick resolution.
  • Collecting and managing $2000 daily from customers through Apple Square payment system.
  • Greeting and assisting 100+ customers on daily basis and responding to informational requests.
  • Processing credit/debit cards and gift card payments in electronic computer systems.
  • Counting tills at beginning of shift with start money, balancing and reconciling register, reflecting financial discrepancies, refunds, and account deferrals.
Mar 2019 - Aug 2022

Customer Service Cashier

Tim Hortons

Markham, Ontario, Canada

May 2021 - Jul 2021

Management And Law Intern

Hudco Ltd

New Delhi, Delhi, India

  • Analyzed legal information and proofread material for errors. Attended and actively participated in weekly legal department meetings.
  • Participated in client interviews, observed questioning process, and documented information.
  • Created organized filing system for legal documentation.
  • Researched cases and attained affidavits to support supervisors and case needs.
  • Achieved a satisfactory completion certificate.
May 2018 - Jul 2018
Team & coworkers

Colleagues at Investia Financial Services

Other employees you can reach at investia.ca. View company contacts for 512 employees →

MB Michelle Boon Michelle Boon Colleague at Investia Financial ServicesCanada, Canada View → RA Robert Antolini Cma, Cfp Robert Antolini Cma, Cfp Colleague at Investia Financial ServicesVaughan, Ontario, Canada, Canada View → VW Vanessa Watt Vanessa Watt Colleague at Investia Financial ServicesToronto, Ontario, Canada, Canada View → MM Michael Mceathron Michael Mceathron Colleague at Investia Financial ServicesPeterborough, Ontario, Canada, Canada View → PD Paul Davis Paul Davis Colleague at Investia Financial ServicesMississauga, Ontario, Canada, Canada View → BF Brad Faulhafer, Cfp Brad Faulhafer, Cfp Colleague at Investia Financial ServicesZorra, Ontario, Canada, Canada View → GC Gesi Commisso, Cfp Gesi Commisso, Cfp Colleague at Investia Financial ServicesWoodstock, Ontario, Canada, Canada View → SS Steven Snyder Steven Snyder Colleague at Investia Financial ServicesBurnaby, British Columbia, Canada, Canada View → TS Theo Schmidt Theo Schmidt Colleague at Investia Financial ServicesVictoria, British Columbia, Canada, Canada View → DS Darren Schwartzentruber Darren Schwartzentruber Colleague at Investia Financial ServicesNew Hamburg, Ontario, Canada, Canada View →
4 education records

Mandeep Kaur education

Honours Bachelor Of Commerce, Finance And Financial Management Services, 3.5/4 Gpa

Seneca College

Awarded B. Com Financial Services Management Scholarship (2019,2020,2021,2022) • Gained comprehensive knowledge in corporate financial.

High School Diploma, Business/Commerce, General, 90.5%

Maharaja Agarsain Public School, New Delhi, India

Csc- Canadian Securities Course, Banking, Corporate, Finance, And Securities Law

Canadian Securities Institute

Currently Enrolled

FAQ

Frequently asked questions about Mandeep Kaur

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

What company does Mandeep Kaur work for?

Mandeep Kaur works for Investia Financial Services.

What is Mandeep Kaur's role at Investia Financial Services?

Mandeep Kaur is listed as Finance Administrator at Investia Financial Services.

Where is Mandeep Kaur based?

Mandeep Kaur is based in Toronto, Ontario, Canada while working with Investia Financial Services.

What companies has Mandeep Kaur worked for?

Mandeep Kaur has worked for Investia Financial Services, Good Karma, Tim Hortons, and Hudco Ltd.

Who are Mandeep Kaur's colleagues at Investia Financial Services?

Mandeep Kaur's colleagues at Investia Financial Services include Michelle Boon, Robert Antolini Cma, Cfp, Vanessa Watt, Michael Mceathron, and Paul Davis.

How can I contact Mandeep Kaur?

You can use AeroLeads to view verified contact signals for Mandeep Kaur at Investia Financial Services, including work email, phone, and LinkedIn data when available.

What schools did Mandeep Kaur attend?

Mandeep Kaur holds Honours Bachelor Of Commerce, Finance And Financial Management Services, 3.5/4 Gpa from Seneca College.

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