Sameer Raina, Cfa, Cfp, Mba Email & Phone Number

Toronto, Canada Area

Providing advice to high net worth clients on both sides of the balance sheet - Investment Advice based on risk tolerance and return objectives, and Credit Planning Advice based on their financial circumstances and cash flow analysis.Actively manage assigned target clients using value based relationship & provide ongoing financial planning advice.Prepare the Financial Plans including Investment Policy Statement (IPS), including their risk and return objectives. Assess performance against plan and monitor and rebalance investments as required by IPS. Financial statement analysis for corporate clients and cash-flow analysis for individual clients, for credit & investment advice. Financial reviews with clients to monitor if they are on track to meet their goals or advising for a rebalance based on guidelines and client investor profile. Ensure that all investment & financial planning advice meets the compliance & regulatory guidelines.Develop healthy relationship with internal clients, colleagues & centers of influence to increase business opportunities.

Toronto, Canada Area

Proactively establish, develop and maintain strong client relationships through regular contact and through providing timely, value-added information, advice and recommendationsBuild and execute Annual Portfolio Plans to schedule proactive contact with all clients and to ensure a minimum of one meaningful, advisory engagement throughout the yearAssess performance against plan through review of Local Level Reporting (LLR) and build monthly plans to enable achievement of required business objectives and to support execution of Annual Portfolio PlanLeverage Contact Planning and other Horizon-based Portfolio Management tools to build strategies and develop plan of activities to capture all opportunities on portfolioEngage clients in the planning process, uncovering and understanding their needs, goals and priorities, assessing their current financial situation, building plans to support achievement of the goals, executing the plans and monitoring their progressPartner with Investment Specialist to provide advice, recommendations and solutions to clients where needs are very complex or in highly competitive situation

Ahmedabad Area, India

Investments And Securities

Mba, Marketing

B.Sc, Electronics

Education record

Passing The Cfa Exam

Education record