Ivan Vugampore
Personal Financial Planner
- Role
- Financial Planner, Investment & Retirement Planning at BMO
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Ivan Vugampore
Wealth management professional with 10+ years of experience advising Canadian clients on…
Experience
Financial Planner, Investment & Retirement Planning
Jan 2016 — Present · CA
I help create a secure financial future for my clients. In addition to investment recommendations, I provide financial planning, market insights and guidance, and strategies to help you achieve your goals. Your financial well-being is my top priority, so I make a point of understanding what matters to you at every stage in life.
Education
University of KwaZulu-Natal
Bachelor of Commerce (B.Comm.), Economics and Finance
2011 — 2014
Clifton College
college , Physics, Mathematics, English, Zulu, Life Science, LO and History
2006 — 2010
Skills
- Financial Services
- Portfolio Management
- Corporate Finance
- Finance
- Financial Analysis
- Wealth Management
- Sales
- Banking
- Mutual Funds
- Risk Management
- Customer Service
- Strategic Planning
- Management
- Economics
- Investments
- Econometrics
- Personal Finance
- Financial Planning
- Mortgage Lending
- Retirement Planning
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