Deep Enrich
Brendan Lal
Financial Services Manager
2000 followers
White Rock, British Columbia, Canada
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About me
Investment Advisor | Wealth Management | BMO Nesbitt Burns
Education
Canadian Securities Institute
2010 - 2020Dale Carnegie Training
2011 - 2012Effective Communication and Human Relations
Simon Fraser University
2013 - 2015SFU Beedie Mentors in Business Mentor
Kwantlen Polytechnic University
2006 - 2009Business ManagementActivities and Societies: Golf Team
Experience
BMO
Mar 2008 - Mar 2009Financial Services Manager
HSBC
Mar 2009 - Jul 2012Premium BankerBMO
Aug 2011 - Apr 2017Financial Planner, Investment & Retirement planning
Jun 2014 - Apr 2017Financial Services Manager / Mutual Funds Representative
Aug 2011 - Jun 2014
BMO Nesbitt Burns
Apr 2017 - nowInvestment Advisor
Licenses & Certifications
Certificate in Financial Services Advice
Canadian Securities InstituteMutual Funds
Canadian Securities Institute- View certificate
Dale Carnegie Course
Dale Carnegie Training
Volunteer Experience
Mentors in Business Program
Issued by Beedie School of Business at SFU on Jan 2013
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