Sarah Santillan

Sarah Santillan Email and Phone Number

Private Client Service Associate at TD Wealth Private Investment Counsel @
Sarah Santillan's Location
Canada, Canada
Sarah Santillan's Contact Details

Sarah Santillan work email

Sarah Santillan personal email

About Sarah Santillan

At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That’s why we take the time to understand you, your family and your values. Whether your needs are straightforward or complex, we’re dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you’re on track to achieve the future you envision for yourself.As an Associate, I support our Portfolio Managers in providing you professional, custom-tailored wealth planning and investment advice to help you ensure your success over the long term. I will provide you, our client, with dedicated administrative and specialized support. I am committed to building a relationship with trust and confidence and delivering a legendary experience.Information provided is intended for Canadian residents and does not constitute advice. To read the full disclaimers, pleasego to www.td.com/legal and https://go.td.com/SocialDisclaim

Sarah Santillan's Current Company Details
Levy-Santillan

Levy-Santillan

Private Client Service Associate at TD Wealth Private Investment Counsel
Sarah Santillan Work Experience Details
  • Levy-Santillan
    Retired
    Levy-Santillan Oct 2023 - Present
  • Td Wealth Private Investment Counsel
    Private Client Service Associate
    Td Wealth Private Investment Counsel Apr 2019 - Present
    Kitchener, Canada Area
  • Meridian Credit Union
    Community Wealth Advisor
    Meridian Credit Union Jun 2018 - Apr 2019
    Cambridge, Waterloo And Brantford, On Canada
  • Td Wealth Management
    Financial Planner
    Td Wealth Management Jun 2017 - Jun 2018
    Guelph, Ontario, Canada
  • Td
    Fianancial Advisor
    Td Nov 2007 - Jun 2018
    Guelph
    My role as Financial Advisor is to advise clients on financial plans utilizing knowledge investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, and financial objectives to establish investment strategies as provide the right banking solutions that meet the diverse financial needs of both established and new customers by offering credits and investment counselling, and promoting the sale of all personal banking products and services.Mutual Fund Licensed for registered or non-registered investments: RRSP, RESP, Tax Free Investments as well Debt consolidation, Mortgages, Home Equity Line of Credits, Credit Cards, Unsecured credit, Day to Day Banking, Chequing, Savings Accounts.
  • Ontario Nutraceuticals Inc.
    International Marketing And Sales
    Ontario Nutraceuticals Inc. May 2000 - May 2006
    Mississauga, Ontario, Canada
    Ontario Nutraceuticals Inc. is a family owned business dedicated to market Natural Health Products based on plants collected from the Amazon jungle in South America. My role in Marketing and Sales was to scout the market for potential clients, make the first contact, create awareness and interest, educate and deliver samples and technical sheets for trials to potential customers in the US and Canada. Once the first orders were secured, I maintained excellent customers satisfaction by delivering on time, listen to their comments and monitoring constantly market changes to proactively adapt and incorporate new trends and best industry practices.
  • Banco Latino Peru
    Banker
    Banco Latino Peru 1987 - 1995
    Lima, Peru
    Progressive experience starting at branch level in a major financial institution in Peru. My wide range of banking experience and knowledge includes Customer Service Representative, Account Openings, and Term Deposits as a Bank Teller working in direct contact with customers. After been promoted to headquarters, I held positions at Administrative Division, and the Accounting Department within the Finance Division ending my term before coming to Canada as Assistant to VP Administration in Headquarters. Also, I was involved in many team building and social events as organizer, presenter, speaker and master of ceremony levels at the bank.

Sarah Santillan Skills

Mutual Funds Banking Investments Mortgage Credit Loans Securities Investment Products Retirement Mortgage Lending Retirement Planning Debt Consolidation Credit Analysis Strategic Financial Planning Financial Planners Credit Risk Real Estate Wealth Finance Wealth Management Financial Advisory Risk Management Investment Advisory Residential Mortgages Financial Services Investment Strategies Insurance Financial Risk Retail Banking Financial Analysis Financial Modeling Derivatives Financial Planning

Sarah Santillan Education Details

Frequently Asked Questions about Sarah Santillan

What company does Sarah Santillan work for?

Sarah Santillan works for Levy-Santillan

What is Sarah Santillan's role at the current company?

Sarah Santillan's current role is Private Client Service Associate at TD Wealth Private Investment Counsel.

What is Sarah Santillan's email address?

Sarah Santillan's email address is sa****@****ail.com

What schools did Sarah Santillan attend?

Sarah Santillan attended Canadian Securities Institute, Canadian Securities Institute, San Jose, Universidad San Ignacio De Loyola.

What skills is Sarah Santillan known for?

Sarah Santillan has skills like Mutual Funds, Banking, Investments, Mortgage, Credit, Loans, Securities, Investment Products, Retirement, Mortgage Lending, Retirement Planning, Debt Consolidation.

Not the Sarah Santillan you were looking for?

  • Sarah Santillan

    I Am Self Motivated, Dedicated And Determined To Be A Lifetime-Learner. I Always Enjoy A Challenge And Will Never Be Satisfied Until It Has Been Accomplished.
    Montebelluna
  • Sarah Jane Santillan

    Transactions Analyst At Cushman & Wakefield
    Sydney, Nsw
  • Sarah Santillan-Isern

    Education For Sustainable Development Advocate I Empowering Educator Iinspiring Change Through Educationi Avid Learneri M.Ed. I Project Officer Global Schools Program
    Harare
  • Sarah Santillan

    Attended Australian Catholic University
    Canberra

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.