Nilgun Deluca, Pfp®, Qafp™ Email & Phone Number

5070 Dixie Road, Mississauga, Ontario, Canada L4W 1C9

Building long-term relations with my clients based on mutual trust and accountability. I help simplify financial matters by working together to build financial plans so they can make wise financial choices, invest with confidence, grow their wealth and protect their lifestyle today and throughout retirement.I am licensed for mutual funds in the Province of Ontario. Mutual funds are distributed through Desjardins Financial Security Investments Inc.5070 Dixie Road Mississauga, ON L4W 1C9Office: 905-276-9456 | Direct: 905-366-4407Mobile: 905-617-7288Toll Free: 1-877-877-8575 | Fax: 905-276-4964nilgun.deluca@dfsin.ca

Oakville, Ontario, Canada

Providing investment advice to a diverse group of individuals, professionals and business owners through financial planning.

Oakville, Ontario

Directing all operational aspects including distribution, customer service, human resources, administration and sales in accordance with the bank's objectives. Providing training, coaching, development and motivation for bank personnel.

Burlington, Ontario

Lead the branch retail sales team to build and strengthen existing and new customers. Develop employee skills and knowledge through focused coaching to ensure of excellent customer advice and service provided. Establish and monitor of goals and oversee the implementation of bank policies, practices, special initiatives and procedures

Mississauga, Oakville

Grow and maintain relationships with small business clients and professionals by providing financial advice and solutions tailored to small business owners. Refer small business clients to the appropriate Scotiabank Retail, Wealth and Commercial partners for their full financial needs.

Manage customer significant investable assets and grew relationships by providing advice on long-term financial solutions. Uncover investment opportunities for customers and provide guidance in investment portfolios.

Grow and maintain high net worth client portfolios of investment, deposit and credit products, through a financial planning process.

Oakville, Ontario

Build own business from an office in Oakville making face-to-face contacts in neighbourhoods and with local businesses. Use various direct marketing approaches meeting clients both in person and by phone as well as indirect methods such as referrals and seminars. License to sell financial products including stocks, bonds, mutual funds and life insurance.

Mississauga, Ontario

Provide long distance training to over 500 branch administrators throughout Canada. Utilise earlier experience with administration, marketing and, client services to create and develop effective training programs and recommend improvements to management. Train staff through group meetings, conferences and workshops. Create a mentoring program for branch office administrators and lead monthly conference calls to help them stay current with policies and procedures.

Oakville, Ontario

Manage wide variety of customer service, administrative tasks and marketing activities to help financial advisor retain and increase client investment portfolios. Coordinate investment seminars, including booking location, arranging catering, sending invitations and corresponding with clients.

Oakville, Ontario

Provide account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier's checks, traveler's checks, and series of bonds; answering questions in person or on telephone; referring to other bank services.