Deep Enrich
Shiv Kalyan
Financial Advisor
3000 followers
Oakville, Ontario, Canada
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About me
Director & Founder of Nobias Financial Services Agency Inc.
Education
Delhi University
1970 - 1974Bachelor's degree Bachelor of Science
Experience
Self-employed
Jan 1998 - nowFinancial AdvisorPracticing Financial Advisory providing Insurance and Investment solutions
E2aforums
Jan 2016 - May 2018President & Foundere2aforums is a digital platform promoting financial literacy through online forums posted by financial professionals limited to Accountants, Lawyers, Mortgage Brokers, Insurance and Investment Advisors, Financial Planners, Financial and Career Coaches, Personal Financial and Health wellness professionals, technology professionals enhancing businesses for efficiencies. The platform is transparent to a general user, free of cost, seeking variety of information on financial matters. We facilitate and deliver professional services through e2aforums. We connect the end user of the professional services with the our member professional. Show less
Nobias Financial Services Agency Inc. /Carte Wealth Management Inc./ Carte Risk Management Inc
Nov 2018 - nowFinancial Advisor / DirectorServing our clients with Insurance and Investment advice since 1998.Mutual Fund product provided through Carte Wealth Management Inc.Insurance products and services provided through Carte Risk Management Inc.
Licenses & Certifications
CFR CCO Edition Part 1: Conflicts of Interest
LearnedlyJan 2023Client Relationship Model Phase 2 (CRM 2)
LearnedlyApr 2021Vulnerable Clents
LearnedlyJan 2022
Entrepreneurship 101
MaRS Discovery DistrictThematic ETF's
LearnedlyMay 2023.webp)
Licensed Mutual Fund Sales Person and Life Insurance Agent
Financial Services Regulatory Authority (FSRA)- View certificate
Cannabis: Compliance and Ethics
LearnedlyJul 2021
AML: Securities Dealer
LearnedlyJul 2022ESG: Investment Fund Discl;osure
LearnedlyJul 2022CRM 2
LearnedlyApr 2021
Languages
- enEnglish hindi, punjabi
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