Daksha Dedakia
Financial Planner Investment & Retierment Planning @BMO
Toronto, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Present
Financial Planner Investment & Retierment Planning @BMO
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EDUCATION
1984 — 1987
Tolani Arts and science college
B.Sc, Mathematics
1984 — 1987
Tolani College
B.Sc, chemistry,mathematics
2000 — 2001
Financial Planning
CSC/PFP, Financial Planning
SKILLS
Branch ManagementInvestment StrategiesResidential MortgagesFinancial ServicesFinancial PlanningMortgage LendingStrategic Financial PlanningPortfolio ManagementLoansRefinanceDebt ConsolidationInvestmentsFinanceWealth ManagementFinancial RiskBankingMutual FundsHome Equity Lines of CreditRisk ManagementFinancial AnalysisRetirement PlanningRelationship ManagementCommercial LendingCustomer ServiceRetail BankingConsumer Lending
ABOUT DAKSHA DEDAKIA
I’m a Registered Investment Sales Representative with BMO Investments Inc, based in the…
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