Dejan Tegeltija Cfp

FAQ About Dejan Tegeltija Cfp

• What is Dejan Tegeltija Cfp's address?

  Dejan Tegeltija Cfp is located at
  Canada

• What is Dejan Tegeltija Cfp's job title?

  Dejan Tegeltija Cfp is a
  As a first generation Canadian, Dan had to quickly learn the ins and outs of personal finances and building wealth. “When I was 14, my parents bought their first home in Canada and didn’t understand their mortgage due to a language barrier. I had to go with them to the bank and translate what interest, amortization, and pre-payments meant. I had the banker explain it to me so I can explain it to them.” This kick-started his interest for financial planning and wealth management. This experience early helped Dan develop a true passion for helping clients build and protect their wealth. After graduating from the University of Windsor with a B.Comm, Dan began his career in financial services in 2010 working for a large financial institution. For 4 years he worked as a financial planner and associate for both the retail and brokerage side, gaining valuable knowledge on retirement and investment management. For the past 6 years he worked for a private wealth management firm, developing advanced and comprehensive wealth strategies for high-net-worth clients and their families. Dan is a Certified Financial Planner (CFP) and licensed insurance agent. When he is not focused on providing outstanding service to clients, he loves being part of his community and volunteers his time as a basketball coach. Outside of work and volunteering, he enjoys spending time with his wife, Sandra, and their two boys Neven and Damian, exploring new places and trying new cuisine. Sechopoulos Valente Group of RBC Dominion Securities

• What industry does Dejan Tegeltija Cfp currently work in?

  Dejan Tegeltija Cfp currently works in the
  Sechopoulos Valente Group of RBC Dominion Securities

• What is Dejan Tegeltija Cfp's area of expertise?

  Dejan Tegeltija Cfp specializes in
  As a first generation Canadian, Dan had to quickly learn the ins and outs of personal finances and building wealth. “When I was 14, my parents bought their first home in Canada and didn’t understand their mortgage due to a language barrier. I had to go with them to the bank and translate what interest, amortization, and pre-payments meant. I had the banker explain it to me so I can explain it to them.” This kick-started his interest for financial planning and wealth management. This experience early helped Dan develop a true passion for helping clients build and protect their wealth. After graduating from the University of Windsor with a B.Comm, Dan began his career in financial services in 2010 working for a large financial institution. For 4 years he worked as a financial planner and associate for both the retail and brokerage side, gaining valuable knowledge on retirement and investment management. For the past 6 years he worked for a private wealth management firm, developing advanced and comprehensive wealth strategies for high-net-worth clients and their families. Dan is a Certified Financial Planner (CFP) and licensed insurance agent. When he is not focused on providing outstanding service to clients, he loves being part of his community and volunteers his time as a basketball coach. Outside of work and volunteering, he enjoys spending time with his wife, Sandra, and their two boys Neven and Damian, exploring new places and trying new cuisine.

• Which languages does Dejan Tegeltija Cfp speak? 

  Dejan Tegeltija Cfp speaks the following languages:
  No languages available.

• Which industries has Dejan Tegeltija Cfp previously worked in?   

  Dejan Tegeltija Cfp has prior experience in the following industries:
  Private Financial Group , Carpedia International , BMO Financial Group, BMO Nesbitt Burns

• What is Dejan Tegeltija Cfp’s work experience?  

  Dejan Tegeltija Cfp has the following professional experience:
  Sechopoulos Valente Group of RBC Dominion Securities , Private Financial Group , Carpedia International , BMO Financial Group, BMO Nesbitt Burns .

• How can I find Dejan Tegeltija Cfp on LinkedIn?  

  You can view Dejan Tegeltija Cfp’s
  LinkedIn profile at LinkedIn URL.

• What are Dejan Tegeltija Cfp’s work email addresses?  

  Dejan Tegeltija Cfp’s work email addresses are
  [email protected] .

• What company does Dejan Tegeltija Cfp work for?  

  Dejan Tegeltija Cfp works at
  Sechopoulos Valente Group of RBC Dominion Securities