Soola Sangoi, Ris Email & Phone Number

Courtice, On, Ca

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 dedicated to learning about your personal goals. Together we will use them to build an investment plan focused on your specific needs. I understand that my clients are in different stages of life: you might be purchasing a first home, financing a child’s education or planning for retirement. I believe a financial plan must reflect your personal or business situation, and so we’ll work to highlight the financial investment products and services that best fit your goals. Once your custom- tailored financial plan is in place, we will continue working together to review achievements and specific goals and ensure you are comfortable and everything is moving forward according to plan. As a single parent of two young adults, working and living in Whitby gives me the opportunity to give back to my community by participating in various events throughout the year. I love to travel , enjoy the outdoors and love gardening. As a Meridian Wealth Advisor and your neighbour, I look forward to talking to you about how I can help you realize your investment goals.

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 potential buyers on the buying process. Present to potential customers the features and benefits of core products and services to educate and entice potential customers. Assess clients needs and develop a full ranges of solutions designed to achieve Peace of Mind for the homeownership experience. Provide ongoing training to sales staff in the branches on the Buy/ Sell Lead program to obtain additional referral business from the branches. Educate clients on the importance of Creditor Insurance, reviewed features/benefits and “What if” scenarios, which resulted a penetration rate of 40%.

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 Contacted Portfolio Advantage Clients on a quarterly basis to conduct reviews, update on investment objectives and respond to enquiries including market volatility and account performance. This resulted in a increase in long term client retention. Cross sold Creditor Insurance to all lending clients by ensuring they understood the importance of protecting loved ones and exceed penetration target rate of 38%Accounts ManagementProactively promoted full range of bank products and services in Consumer Lending, Credit Assessment, Credit Investigation and Property Appraisals. Managed a client case load of 300 households. Major contributor to branch business objectives through new business development and proactive growth of existing relationships by liaising with commercial account managers to promote and cross-sell the Premier Banking Package to principals of large corporations. Underwrote complex credit facilities with multiple residential properties, in order to secure commercial lines of credit as a result, business objectives were met. Assisted Real Estate agents and brokers with the mortgage application process by underwriting the applications and following up with key customers. Identified and attended two networking events monthly hosted by Whitby Chamber of Commerce and Ajax Board of Trade to promote the brand of HSBC.

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, 1986-1989Customer Service Representative, Continental Bank, Toronto, ON, 1984-1986

Business Administration

Education record

Education record

Activities and Societies: Institute of Canadian Bankers, Toronto, ON • Mutual Funds Certificate • Personal Financial Counselling Completed.

Education record