Diltaj Kaur
Financial Planner Cfp Cim @Worldsource Securities Inc
Signup · Get unlimited contacts
WORK HISTORY
Financial Planner Cfp Cim @Worldsource Securities Inc
Vancouver, BC, CA
Operating under the trade name, Coast Capital Investment Management, investment and financial planning services are provided through Worldsource Securities Inc, sponsoring investment dealer and Member of the Canadian Investor Protection Fund and of the Canadian Investment Regulatory Organization (CIRO). Coast Capital Savings Federal Credit Union provides advice and service related to deposit, loan and mortgage products. Coast Capital Financial Management Ltd. provides advice and service related to segregated funds, annuities, and life insurance products.
EDUCATION
Guru Nanak Dev University
Master's degree, Business/Managerial Economics
SKILLS
ABOUT DILTAJ KAUR
Financial Planner CFP | CIM @ Coast Capital Investment Management/Worldsource Securities Inc
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.