Bamathi Ramthas

Financial Planner & Life Insurance Advisor @Inforce Life

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2023 — Present

Financial Planner & Life Insurance Advisor @Inforce Life

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Toronto, ON, CA

EDUCATION

N/A

Knowledge Bureau

MFA-P Master Financial Advisor In Philanthropy

2018 — 2019

Advocis

CLU - Chartered Life Underwriter & CHS - Certified Health Insurance Specilist , Financial , Estate & Retirement Planning

1993 — 1997

Ryerson University

Bachelor of Business Management - BBMA, Accounting and Finance

1988 — 1991

Midland High School

OSSD

ABOUT BAMATHI RAMTHAS

Having just celebrated my 12- year Anniversary as a Financial Services Professional, I have never been more excited and passionate about my profession and my purpose which is to provide my clients with the best quality service and Financial Advice.The process that I use with my clients takes all the stress and uncertainty out of planning and implementing the best financial plan for their family. I carefully take the time to learn about your personal financial hopes, dreams and goals. I then will analyze and explain all options available and will help you choose the one that best aligns with your needs. Whether it is to protect your family, plan for you retirement or your child’s education, minimize your taxes or maximize your Estate, I will ensure that the ideal financial roadmap is created for you.The reason behind my success lies in my strong commitment to client satisfaction and quality service and advice. Please feel free to contact me for the honest and professional advice you deserve so I can assist you and your family save money when the unexpected happens

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Bamathi Ramthas — Financial Planner & Life Insurance Advisor at Inforce Life in Toronto, ON, CA | Unifers