Jay Patel
Financial Advisor @ATB Wealth
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WORK HISTORY
Financial Advisor @ATB Wealth
Sherwood Park, AB, CA
Provides personalized financial advice, meticulously analyzing client goals, risk tolerance, and investment preferences-Develops tailored financial plans encompassing retirement planning, estate planning, tax optimization, and bespoke investment strategies-Conducts regular, detailed portfolio reviews based on market trends and changing client circumstances-Achieved a client retention rate of over 95%+ in the previous year-Collaborates effectively with cross-functional teams to deliver comprehensive financial solutions-Awarded the Client Obsession and Growth Award for Fiscal Years 2023 & 2024, recognizing an unwavering commitment to understanding and prioritizing client needs and goals.
EDUCATION
Fanshawe College
Financial Planning
New L. J. Commerce College
Bachelor's degree
ABOUT JAY PATEL
CERTIFIED FINANCIAL PLANNER (CFP®) with 10+ years of banking experience in customer and sales services-Expertise in simplifying complex financial matters to help clients Live Life Confidently™-Dedicated & Results-driven Financial Advisor with 7+ years experience in comprehensive financial planning & investment strategies-Proven track record of building strong client relationships and achieving financial goals-Thorough knowledge of investment management, including managed funds, retirement savings, fixed income securities, equities, and global markets.
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