Deep Enrich
Simran arora, cfp®, cim®, ciwm, fcsi
561 followersTimeline
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
Recommendations
Angela caroline muguna
Co-Founder at SEFIT-AFRICAKenya
Ciara brady
Warehouse and Logistics ManagerWestport, County Mayo, Ireland
Valon osmani
Software EngineerBaden, Aargau, Switzerland
Madhav kumar
Technical Support Analyst Senior at Johnson controlsPune, Maharashtra, India
Prerak dedhia
Technical Lead | Immediate joiner | Looking for opportunitiesThane, Maharashtra, India
Sundas aziz
Commercial Officer at KElectric Learning and DevelopmentUnited Arab Emirates
Bustamar koto
Not Your Usual General Manager | Pranaya Boutique Hotel | Founder obba.co.id | Chairman of IHGMA DPD...Kota Tangerang Selatan, Banten, Indonesia
Victor li
Operation Director-Apple ProjectShandong, China
Jonatan vega
Technical Support Specialist at Riverside Logistics | Student at Reynolds Community College | Passio...Greater Richmond Region
Blair corbett
Security Services Manager at ParalloAuckland, New Zealand
Lyndah owinoh
Business Development Officer - Kenya | International Student Recruitment | Study Abroad |Nairobi County, Kenya
Lisette van eikenhorst
leerkracht bij Stichting CodenzDronten, Flevoland, Netherlands
Muhammad ibrahim
Stanford Uni USA | PepsiCo |MERCER-HR Consultant |Afiniti |OD|Employee Engagement & Culture|TA/TM|HR...Lahore District, Punjab, Pakistan
Charak patnaik
Manager - Performance and Growth Marketing, Sri Sri UniversityBhubaneswar, Odisha, India
Meghann carson
Master's degree in marketing, specializing in Digital Media Marketing and Analytics, with 5+ years' ...St. Petersburg, Florida, United States
Anna koronowska
Territory Manager Google Workspace, Central Eastern Europe at GoogleWielkopolskie, Poland
Zhongrun zhu
Executive Director at Goldman SachsLondon, England, United Kingdom
Aman ullah khan
Sr. Executive Procurement & MMD | Helping the organization to drive up profitability | Strategic sou...Islāmābād, Pakistan
Om bhaganagare
Intern at Mercedes-Benz India || Former Human Resource Head(MESA) || Ex-Design Deputy head at Office...Ahmednagar, Maharashtra, India
Sushil mehta
Senior Partner at Mashiach Torah LegalDelhi, India
...