Alka Shah
Investment Advisor and Financial Planner @RBC Dominion Securities
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WORK HISTORY
Investment Advisor and Financial Planner @RBC Dominion Securities
Calgary, AB, CA
EDUCATION
Canadian Securities Institute
Conduct and Practices Handbook, Finance and Financial Management Services
Master of Commerce
Banking and Finance
CSI (Canada)
Wealth Management Essentials, Finance and Financial Management Services
CFP CM
Certified Financial Planner from FPSB India
Bachelor of Commerce
Accountancy
Alberta Insurance Council
LLQP, Life & Accident -Sickness Insurance
Investment Funds In Canada
IFIC-CSI, Finance
PFP (Canada)
CSI (Canada), Finance
Candian securities institute
Canadian Securities Course, Finance and Financial Management Services
ABOUT ALKA SHAH
Living in Canada and contributing to Financial Planning & Wealth management. Working with families and business owners to explore continuity, financial security and legacy goals. Using a structured process, we will tailor a comprehensive strategic roadmap to align with your personal and business objectives and align your wealth towards fulfilling the goals. 20 years + experience in financial sector in India and Canada Specialties: Financial Planning Wealth management Investment Advisory Insurance advice Estate Planning Business Ownership Planning Retail Banking
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