Bindi Patel
Financial Services Consultant @IG Wealth Management
Hamilton, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jul 2018 — Present
Financial Services Consultant @IG Wealth Management
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Waterdown, ON, CA
Financial Planning: Assessing clients\' financial healthRegular Review and Updates: Monitoring clients\' financial plans and making adjustments as neededInvestment PlanningRisk ManagementRetirement PlanningEstate PlanningTax Planning
ABOUT BINDI PATEL
My mission is to advise individuals and businesses to achieve their financial goals and…
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