Aanuoluwapo Akenroye

Education Assistant @Edmonton Public Schools

Initiate, develop, and foster a network of successful individuals, families, and business owners, with the goal to ultimately manage their family wealth, while seeking out new clients through referrals• Build and develop your client base, as you manage and grow their portfolio from scratch, selecting the most appropriate investment solutions to meet their financial plans and goals• Identify clients that need and create a customized wealth management and investment management plan to meet their individual needs• Build trusted, often multi-generational, relationships with business owners, individuals, families, charities, and foundations, based on personalized services and advice• Establish and maintain reciprocal relationships such as Personal & Commercial Banking, Insurance, etc.