Atam Chugh, CFP®

Experience

• 

  State Bank of India

  Jan 1988 - Jan 2005

  Chief Manager

  22 years of experience with outstanding achievements in different segments of banking viz. branch management, treasury, retail banking and international trade.

• 

  SBI Canada Bank

  Jan 2005 - Feb 2010

  Vice President

  Business development and administration at Toronto Main branch. Expertise in non-resident Indian banking products, Registered products in Canadian financial system and responsible for KYC/AML compliance supervision. Implemented broker deposit arrangement through Portfolio Plus software of Strategic Information Technology, Toronto.

• 

  TD

  Jan 2010 - Aug 2018

  Buying your First Home? With so many mortgage terms in use, looking to have better understanding of them -High Ratio and Conventional, Open and Closed, Fixed Vs. Variable, Cash back mortgage, Flexiline/HELOCs, Fixed Rate Advantage Option, Constructing your own home, Builder Mortgage etc;What is my affordability? Which mortgage Term/Amortization to choose?;Want to refinance existing mortgage? Why is there IRD or other expenses?Buying second home or a rental property?Passionate banking professional with Client First attitude;Experience and proven skills in managing every client's unique needs; Champion Advisor of TD Bank with deep understanding of all mortgage products as well as solid knowledge of registered products, taxes and investments. Minder weergeven

  • Mortgage Specialist

    Jan 2012 - Aug 2018

  • Financial Advisor

    Jan 2010 - Jan 2012
• 

  Scotiabank

  Jan 2018 - now

  Home Financing Advisor