Lachman Balani
Licensed Real Estate Agent @Save Max
Brampton, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Dec 2019 — Present
Licensed Real Estate Agent @Save Max
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Mississauga, ON, CA
EDUCATION
2008 — 2008
Franklin Templeton
Certificate, Quotential Funds
1966 — 1969
American School of Tangier
High School Diploma, High school subjects
2003 — 2003
Investment Funds Institute of Canada (IFIC)
IFIC certficate, Mutual Funds
1969 — 1973
Cornell University
Bachelor of Science, Engineering
SKILLS
SecuritiesEstate PlanningRetirementStrategic Financial PlanningInvestment StrategiesAlternative InvestmentsFinancial PlanningMortgage LendingAsset AllocationBankingMutual FundsRisk ManagementWealthFinancial RiskInvestmentsAsset ManagementRelationship ManagementSmall BusinessWealth ManagementResidential MortgagesCredit AnalysisFinancial ServicesInsuranceBusiness PlanningFinancial AdvisoryDisability InsuranceCreditEquitiesInsurance PlanningFixed AnnuitiesCorporate FinanceReal Estate FinancingFixed IncomeFinancial PlannersPortfolio ManagementLoansInvestment AdvisoryStrategic PlanningLife InsuranceFinance
ABOUT LACHMAN BALANI
I am a world-traveled personality having studied, worked and lived in several…
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