Hash Assad

Executive Financial Consultant @IG Wealth Management

Calgary, AB, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2004 — Present

Executive Financial Consultant @IG Wealth Management

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Calgary, AB, CA

EDUCATION

2009 — 2011

FP Canada Institute

CFP, Financial Planning and Services

2015 — 2016

Canadian Securities Institute

CSC, Investments and Securities

2015

The Canadian Institute of Financial Planning

Registered Retirement Consultant, Financial Planning and Services

2014 — 2014

Business Career College

Elder Planning Counselor, Financial Planning and Services

SKILLS

LeadershipTeam LeadershipCertified Financial PlannerAsset AllocationMutual FundsSavingsRisk ManagementRetirementStrategic Financial PlanningBudgetsLife InsuranceFinancePensionsPersonal FinanceEmployee BenefitsFinancial AnalysisEntrepreneurshipPortfolio ManagementFinancial AdvisoryDisability InsuranceStrategic PlanningWealth AccumulationCritical IllnessLong-Term CareSegregated FundsIncome ProtectionInvestment AdvisoryHolistic Financial PlanningRetirement PlanningInvestmentsInvestment StrategiesEstate PlanningUK Pension Transfer SpecialistQropsRetirement SavingsCustomer ServiceHigh Net Worth IndividualsBusiness PlanningWealthAsset Management

ABOUT HASH ASSAD

With over 20 years of experience as a financial advisor, Hash has been recognized and…

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Hash Assad — Executive Financial Consultant at IG Wealth Management in Calgary, AB, CA | Unifers