Inderdeep Singh
Mutual Funds Investment Specialist @Aviso Wealth
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WORK HISTORY
Mutual Funds Investment Specialist @Aviso Wealth
Surrey, BC, CA
Assessed client needs and financial goals to recommend a tailored mix of mutual funds, registered plans (RRSPs, RESPs, RDSPs), and open investment accounts. Monitored portfolio performance and rebalanced allocations based on market conditions, client feedback, and updated financial objectives. Ensured compliance with KYC, AML, and regulatory protocols, maintaining high ethical standards in line with IIROC/MFDA regulations. Educated clients on fund structures, MERs, and investment horizons, empowering them to make informed decisions with confidence.
ABOUT INDERDEEP SINGH
Passionate and motivated professional candidate with certified Investment Funds In Canada…
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