Shushant Singhal - Advisor | Financial Planning Graduate | IFIC Certified | Mortgage Level 1 Certified

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Shushant singhal

Toronto, Ontario, Canada

+91 xxxx xxxxx

[email protected]

1000 followers

Timeline
Jun 2019 - Sept 2019
Graduate Student
HBS Club of the GCC
May 2022 - Mar 2024
Senior Client Services Representative
CURO Financial Technologies Corp
Apr 2024 - Feb 2025
Financial Services Representative
easyfinancial Services
Current Company
Feb 2025 - now
Advisor
CIBC
About me
Advisor | Financial Planning Graduate | IFIC Certified | Mortgage Level 1 Certified
Education
- Delhi university
  2016 - 2019
  Bachelor of commerce - bcom investments and securities
- Humber college
  2022 - 2023
  Graduate diploma financial planning and services
  Studied Securities, Investments, Financial Planning, Lending Solutions, Tax Planning, Estate Planning.
Experience
- Hbs club of the gcc
  Jun 2019 - Sept 2019
  Graduate student
  Entrepreneurship in Emerging Economies• Analysed various case studies and business model of Market Leaderssuch as AMUL, Narayana Health, etc.
- Curo financial technologies corp
  May 2022 - Mar 2024
  Senior client services representative
- Easyfinancial services
  Apr 2024 - Feb 2025
  Financial services representative
- Cibc
  Feb 2025 - now
  Advisor
  Helping clients in various domains like- Financial AdvisoryInvestment ConsultingLending Solutions Client Servicing
Licenses & Certifications
- Investment funds in canada (ifc)
  Canadian securities institute
  May 2023
  View certificate
- Mortgage lender license
  Real estate and mortgage institute of canada inc.
  Nov 2024
Volunteer Experience
- Community Volunteer
  Issued by Robin Hood Army on Jun 2016
  Associated with Shushant Singhal
- Community Volunteer
  Issued by Robin Hood on May 2022
  Associated with Shushant Singhal
- Campaign Volunteer
  Issued by National Service Scheme on May 2016
  Associated with Shushant Singhal

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