- I hold an undergraduate degree in Electrical Engineering and Masters Degree in Business Administration and have passed 2 levels of CFA (Chartered Financial Analyst). I have also successfully completed many other industry related certifications. Currently I am pursuing for the prestigious Certified Financial Planning (CFP) designation which is a Gold standard in the Financial Planning industry.- I have vast experience in the field of finance and investments. Over the years I have developed expertise in the areas of: financial planning, investment analysis, financial modeling, forecasting of financial statements, investment strategies, asset valuation and asset allocation.- Currently I am working as a Sales Manager with Experior Financial Group, which is one of the fastest growing MGAs in Canada. At Experior we offer a comprehensive personalized financial planning to our clients which mainly includes: Investment Planning, Retirement Planning, Estate Planning, Education Planning, Insurance Planning and Tax Planning. - My foremost goal is to educate Canadians on Financial and Tax matters and develop financial strategies to help them achieve their financial goals.
Listed skills include Finance, Investments, Investment Strategies, Financial Modeling, and 16 others.