Varun Verma Email & Phone Number

Competent and versatile Banking Professional, MBA qualified, Canadian Investment Funds Course Certified fromIFSE with rich and comprehensive knowledge of the entire gamut of functions involved in the Financial ServicesIndustry.As a banker throughout my career, I advise clients on investments, taxes, college savings accounts, insurance,mortgages, and retirement. I help clients determine and meet their lifelong financial goals through the management ofresources. The role involves examining the financial history-past and current-of client’s assets and suggesting exactlywhat steps the client needs to take in the future to meet their goals.Have well-developed communication skills with a reputation of unwavering accuracy, credibility, and integrity. Proventrack record in team management to consistently raise efficiency levels. Multilingual, with language proficiency inEnglish, Punjabi, and Hindi.