Sarah Santillan work email
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Sarah Santillan personal email
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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
Levy-Santillan
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RetiredLevy-Santillan Oct 2023 - Present
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Private Client Service AssociateTd Wealth Private Investment Counsel Apr 2019 - PresentKitchener, Canada Area
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Community Wealth AdvisorMeridian Credit Union Jun 2018 - Apr 2019Cambridge, Waterloo And Brantford, On Canada -
Financial PlannerTd Wealth Management Jun 2017 - Jun 2018Guelph, Ontario, Canada
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Fianancial AdvisorTd Nov 2007 - Jun 2018GuelphMy 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. -
International Marketing And SalesOntario Nutraceuticals Inc. May 2000 - May 2006Mississauga, Ontario, CanadaOntario 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.
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BankerBanco Latino Peru 1987 - 1995Lima, PeruProgressive 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
Sarah Santillan Education Details
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Canadian Securities InstitutePfsa, Ific, Csc, Fp1, Cph, Wme -
Canadian Securities Institute -
San Jose
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?
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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 -
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Sarah Santillan-Isern
Education For Sustainable Development Advocate I Empowering Educator Iinspiring Change Through Educationi Avid Learneri M.Ed. I Project Officer Global Schools ProgramHarare -
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