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@meridiancu.ca
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Soola Sangoi, Ris is listed as Wealth Advisor at Meridian Credit Union at Meridian Credit Union, a company with 1505 employees, based in Whitby, Ontario, Canada. AeroLeads shows a work email signal at meridiancu.ca and a matched LinkedIn profile for Soola Sangoi, Ris.
Soola Sangoi, Ris previously worked as Wealth Advisor at Meridian Credit Union and Mortgage Development Manager at Scotiabank. Soola Sangoi, Ris holds Business Administration from Seneca Polytechnic.
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Mutual Fund Investment Specialist with Credential Asset Management Inc. Experienced Wealth Advisor with a proven track record in Business Development, Account Management, and Client Relationships. Skilled in linking corporate vision to delivering desired results through people empowerment and effective resource utilization. Passionate about maximizing gains while maintaining appropriate risk tolerance levels in investment portfolios. Experience Highlights:- Wealth Management Expertise: Progressive experience in planning, developing, and managing investment portfolios and risk tolerance for Credential Asset Management Inc.- Client-Centric Approach: Strong motivator and team player dedicated to organizing and problem-solving to achieve corporate objectives and deliver superior client service.- Business Development Leadership: Drive business growth through major account management and strategic business development initiatives.- Investment Solutions: Offer tailored investment solutions aligned with clients' financial goals and objectives.- Risk Management and Control: Conduct thorough credit assessments and implement risk management measures to ensure portfolio performance and diversification.- Policy Implementation: Implement company policies and procedures to ensure regulatory compliance and operational efficiency.Mutual funds are offered through Credential Asset Management Inc.
Listed skills include Banking, Portfolio Management, Mortgage Lending, Credit, and 38 others.
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With over 32 years of experience in the financial service industry, I understand that everyone’s economic and life situation is unique,and I keep that in mind when providing financial investment advice. I believe that personalized service is essential when matching clients with the right financial investment product and services. As a Wealth Advisor,I am.
Proactively solicit and acquire new Real Estate Agents to promote the Key Partnership Program. Develop and maintain client relationships with Realtors and COI's for potential mortgage referral business.Accomplishments include: Coordinate guest speakers at Mortgage Development Day seminars on topics such as Realty, Law and Home Inspection to add value to.
Managed a large portfolio of high net worth and full relationship clients with a minimum Personal Net Worth of $500,000.Accomplishments Include: Assisted and advised existing and new clients with investment/financial status evaluation by determining investment and credit requirements, and making appropriate recommendations to meet client’s needs.
Account Manager, HSBC, Whitby, ON, 2002-2004Personal Financial Services Officer, HSBC, Whitby, ON, 1998-2002Assistant Manager Customer Service, HSBC, 1997-1998Branch Auditor Trainee, LLOYDS Bank of Canada, Toronto, ON, 1996-1997Assistant Manager Operations, LLOYDS Bank of Canada, 1989-1991Customer Service Supervisor, Continental Bank, Toronto, ON.
Other employees you can reach at meridiancu.ca. View company contacts for 1505 employees →
Intakhub Hussain
Colleague at Meridian Credit Union
Windsor, Ontario, Canada, Canada
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JY
Jane Ye
Colleague at Meridian Credit Union
Ontario, Canada, Canada
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KB
Ken Bolton, Ca, C.Dir.
Colleague at Meridian Credit Union
Burlington, Ontario, Canada, Canada
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RD
Robert Davidson
Colleague at Meridian Credit Union
Burlington, Ontario, Canada, Canada
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Matthew Varga
Colleague at Meridian Credit Union
Toronto, Ontario, Canada, Canada
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TV
Te-Anna Vandyke
Colleague at Meridian Credit Union
Clinton, Ontario, Canada, Canada
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SA
Stephanie Ashukian
Colleague at Meridian Credit Union
St Catharines, Ontario, Canada, Canada
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KZ
Kamil Zlotnik
Colleague at Meridian Credit Union
Oakville, Ontario, Canada, Canada
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LB
Lisa Bay
Colleague at Meridian Credit Union
Pelham, Ontario, Canada, Canada
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SC
Sunnie Choi
Colleague at Meridian Credit Union
Courtice, Ontario, Canada, Canada
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Activities and Societies: Institute of Canadian Bankers, Toronto, ON • Mutual Funds Certificate • Personal Financial Counselling Completed.
Quick answers generated from the profile data available on this page.
Soola Sangoi, Ris works for Meridian Credit Union.
Soola Sangoi, Ris is listed as Wealth Advisor at Meridian Credit Union at Meridian Credit Union.
AeroLeads has found 1 work email signal at @meridiancu.ca for Soola Sangoi, Ris at Meridian Credit Union.
Soola Sangoi, Ris is based in Whitby, Ontario, Canada while working with Meridian Credit Union.
Soola Sangoi, Ris has worked for Meridian Credit Union, Scotiabank, Hsbc Bank Canada, and Hsbc.
Soola Sangoi, Ris's colleagues at Meridian Credit Union include Intakhub Hussain, Jane Ye, Ken Bolton, Ca, C.Dir., Robert Davidson, and Matthew Varga.
You can use AeroLeads to view verified contact signals for Soola Sangoi, Ris at Meridian Credit Union, including work email, phone, and LinkedIn data when available.
Soola Sangoi, Ris holds Business Administration from Seneca Polytechnic.
Soola Sangoi, Ris is listed with skills including Banking, Portfolio Management, Mortgage Lending, Credit, Investments, Financial Services, Loans, and Wealth Management.
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