Calvin Yang
Mutual Fund Dealer Representative @PFSL Investments Canada Ltd
Calgary, AB, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Aug 2023 — Present
Mutual Fund Dealer Representative @PFSL Investments Canada Ltd
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Calgary, AB, CA
Providing a complimentary Financial Needs Analysis to help clients identify goals, gaps, and opportunities- Offering ongoing support and financial education, so clients feel confident making informed decisions- Connecting clients with reliable tools, resources, and services to help them build long-term financial confidence
EDUCATION
2021 — 2025
Mount Royal University
Bachelor of Business Administration - BBA
ABOUT CALVIN YANG
I specialize in providing personalized investment account management and life insurance…
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