
Bba Rrc
A Financial planner with over 19 years of vast experience in advisory ,wealth management and customer service .I... | Guelph, Guelph, Canada
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Bba Rrc’s Emails br****@ex****.com
Bba Rrc’s Phone Numbers 1647761****
Social Media
Bba Rrc’s Location Guelph, Guelph, Canada
Bba Rrc’s Expertise A Financial planner with over 19 years of vast experience in advisory ,wealth management and customer service .I have a wealth of experience with leading financial institutions which includes a diversified portfolio in the Pharma and Retail sectors with the best in the industry. One of the most important lessons I’ve learned over the last two decades is understanding the needs of clients and recognizing that everyone’s economic and life situation is unique. I understand that my clients are the most important part of my firm and that personalized service is essential when matching clients with the right financial products and services. Whether clients' current goals involve purchasing a first home, financing a child’s college education, tax saving, retirement planning or planning for estate, I help them make the best decisions with their money and time. I review the financial needs of my clients and address any questions they may have. Working together with them ,we will create a plan to meet their financial goals. I have developed a passion to provide customer service under a set frame of time and am able to handle stressful and quick paced environments. With years of experience in customer service & sales and advising on financial products, I am extremely competent and self-sufficient when delivering high-quality customer service. During my spare time I enjoy spending quality time with my family including my dog, participating in sports including yoga and meditation as it is the key to proper mental health, self-awareness, and clarity of perspective and volunteering time in the community. I believe it’s especially important to give back and thus i explore every opportunity to give back to the community. As a committee member and volunteer with different organizations i am dedicated to make a difference. My greatest achievement is being able to connect and make a meaningful difference to people's lives, professionally and personally.
Bba Rrc’s Current Industry Ontario Soccer Association
Bba
Rrc’s Prior Industry
Pharmed Limited Bangalore
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Procter And Gamble
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Icici Bank
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Hdfc Bank
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Standard Chartered Bank
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Icici Prudential Life Insurance
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Reliance Financial Distribution And Advisory Services
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Founder And Financial Advisor
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Ig Wealth Management
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Montgomery Village Public School
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Experior Financial
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Truvisory Financial Services
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Carte Wealth Management
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Career Education Council
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Equity Diversity And Inclusion Committee Town Of Orangeville
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Dufferin County Multicultural Foundation
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Ontario Soccer Association
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Work Experience

Ontario Soccer Association
Soccer Referee
Mon May 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Dufferin County Multicultural Foundation
Secretary
Sun May 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Equity Diversity And Inclusion Committee Town Of Orangeville
Community Volunteer
Thu Apr 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jul 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Career Education Council
Treasurer & Secretary
Mon Jun 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Carte Wealth Management
Financial Advisor
Sun Mar 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Experior Financial
Senior Financial Advisor
Sat Feb 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Truvisory Financial Services
Founder & Financial Planner
Sat Feb 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Montgomery Village Public School
Volunteer - Greening Committee
Sun Sep 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Dec 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Ig Wealth Management
Consultant - Financial Services
Sat Oct 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Dec 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Founder And Financial Advisor
Financial Advisor at The Consultants
Sat Aug 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Aug 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Reliance Financial Distribution And Advisory Services
Senior Manager
Tue Jul 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jun 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Icici Prudential Life Insurance
Relationship Manager-Value Added Services
Fri Jun 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jun 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)
Standard Chartered Bank
Associate Relationship Manager
Thu Jun 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jul 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)
Hdfc Bank
Assistant Manager
Wed Dec 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jun 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)
Icici Bank
Sales Executive
Thu Jan 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Dec 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time)
Procter And Gamble
Senior Sales Executive
Mon Oct 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Nov 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time)
Pharmed Limited Bangalore
Technical Sales Officer
Sun Oct 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Oct 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time)