Deep Enrich
Sherry Alag, CIM
695 followers
Edmonton, Alberta, Canada
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About me
Wealth Management Advisor - Scotia McLeod
Education
Canadian Institute of Financial Planning
-Certificate Financial Planning and Services
MacEwan University
2010 - 2015Bachelor of Commerce - BCom Organizational Management 3.8 Dean's ListSherry studied in the field of Organizational Management at Macewan University. Sherry continuously worked with other classmates on group projects which entailed copious amounts of research, out of school interviews and verbal presentations in front of key members of the institution and community. Some of the core classes Sherry took were Business Consulting, Leadership Issues and Topics, Managing Change, Managing Negotiation and others. These classes helped pave the way to… Show more Sherry studied in the field of Organizational Management at Macewan University. Sherry continuously worked with other classmates on group projects which entailed copious amounts of research, out of school interviews and verbal presentations in front of key members of the institution and community. Some of the core classes Sherry took were Business Consulting, Leadership Issues and Topics, Managing Change, Managing Negotiation and others. These classes helped pave the way to understanding how businesses can be more efficient by looking at the process, the people, and the structure of the organization. Show less
Experience
Scotiabank
Oct 2016 - nowWealth Management Advisor
Dec 2021 - nowInvestment and Retirement Advisor
Feb 2019 - Dec 2021Senior Financial Advisor
Oct 2016 - Feb 2019
Licenses & Certifications
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
Canadian Securities InstituteMay 2024- View certificate
Chartered Investment Manager (CIM®)
Canadian Securities InstituteFeb 2023
Honors & Awards
- Awarded to Sherry Alag, CIMRookie of the Year 2022 Scotia Wealth Management Oct 2022 Awarded as the top rookie advisor in Canada alongside my business partner and husband Nitin Garg.
- Awarded to Sherry Alag, CIMBest of the Best 2021 Scotiabank Nov 2021 Awarded as one of the top FAIR in Edmonton in both performance and customer service and Top 10 advisor within Canada
- Awarded to Sherry Alag, CIMBest of the Best 2020 Scotiabank Nov 2020 Awarded as one of the top FAIR in Edmonton in both performance and customer service
- Awarded to Sherry Alag, CIMBest of the Best 2019 Scotiabank November 1, 2019 Awarded as one of the top FAIR in Edmonton in both performance and customer service
- Awarded to Sherry Alag, CIMBusiness Commerce Scholarship Macewan Universtiy Apr 2014 Received a scholarship for achieving a GPA over 3.7 in the Bachelor of Commerce Degree
- Awarded to Sherry Alag, CIMDeans List Macewan University Apr 2014 Received an honorary mention for achieving a grade point average over 3.7 in my fourth year as a business student at Macewan University, and was put on the Dean's List for the 2013/2014 school year
- Awarded to Sherry Alag, CIMJason Lang Scholarship Jason Lang Foundation Dec 2013 Received a scholarship for achieving a GPA over 3.3 in the Bachelor of Commerce Degree
- Awarded to Sherry Alag, CIMJason Lang Scholarship Jason Lang Foundation Dec 2012 Received a scholarship for achieving a GPA over 3.3 in the Bachelor of Commerce Degree
- Awarded to Sherry Alag, CIMJason Lang Scholarship Jason Lang Foundation Dec 2011 Received a scholarship for achieving a GPA over 3.3 in the Bachelor of Commerce Degree
- Awarded to Sherry Alag, CIMRutherford Scholarship Rutherford Foundation Sep 2010 Received a scholarship for achieving a standard of excellence during my high school tenure
Volunteer Experience
Community Volunteer
Issued by City of Edmonton on Jun 2013
Associated with Sherry Alag, CIMCommunity Volunteer
Issued by Habitat for Humanity on Jul 2012Associated with Sherry Alag, CIM
Languages
- enEnglish
- puPunjabi
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