Deepak Almeida

Senior Financial Associate @Experior Financial Group

Mississauga, ON, CA

Analyzing client’s investment portfolios and financial planning.• Analysis of investment opportunities and client’s needs, recommending appropriate strategies.• Constructing and managing client portfolios based on the goals that they have set forth.• Overseeing multiple client associates with onboarding new client accounts and ongoing service maintenance, building team, and provide training.• Educating clients on financial matters, Debt management etc.