Deep Enrich
Simran Arora, CFP®, CIM®, CIWM, FCSI
Consultant
561 followers
Calgary, Alberta, Canada
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About me
Wealth Advisor | Portfolio Manager
Education
Panjab University
2006 - 2009Bachelor of Commerce (B.Com.) Business/Commerce, General
EdX University of Michigan
2020 - 2020Successful Negotiation: Essential Strategies and Skills
Humber College
2009 - 2010Financial Planning Finance Honors
Experience
IG Wealth Management
May 2010 - Jan 2013Consultant
TD Wealth Management
Feb 2013 - May 2015Financial Planner
MD Financial Management | Gestion financière MD
May 2015 - Jan 2023Portfolio Manager
Sept 2019 - Jan 2023Associate Portfolio Manager
Nov 2017 - Sept 2019Senior Financial Consultant
May 2015 - Oct 2017
Nicola Wealth
Jan 2023 - nowWealth Advisor | Portfolio ManagerNicola Wealth is one of Canada's fastest growing private wealth management firms. We specialize in wealth management and investment services for institutions, high-net-worth families, entrepreneurs, and accomplished individuals of all professions. We service clients across Canada, investing in a wide range of asset classes including hard asset real estate, private equity, private debt, commercial mortgages and more.
Licenses & Certifications
Post graduation in Financial Planning
Humber CollegeApr 2010.webp)
Certificate in Advanced Investment Advice
Canadian Securities Institute (CSI)Dec 2015Chartered Investment Manager (CIM®)
Canadian Securities Institute (CSI)Apr 2017Certificate in Retirement Strategy (Certified Retirement Specialist)
Canadian Securities Institute (CSI)Mar 2015Certified International Wealth Manager (CIWM)
Canadian Securities Institute (CSI)Jul 2020.webp)
Certified Financial Planner (CFP® )
Financial Planning Standards Council (FPSC)Jun 2013
Languages
- puPunjabi
- hiHindi
- urUrdu
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