Ladan Shokrgozar
Senior Portfolio Manager @Oakwater Wealth Counsel - Harbourfront Wealth Management
Vancouver, BC, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2020 — Present
Senior Portfolio Manager @Oakwater Wealth Counsel - Harbourfront Wealth Management
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EDUCATION
N/A
Simon Fraser University
Bachelor of Arts (BA)
SKILLS
Team LeadershipFinancial AnalysisPortfolio ManagementCustomer ExperienceInvestment AdvisoryInvestment StrategiesCustomer ServiceInvestmentsFinancial AdvisoryAsset AllocationMutual FundsWealth ManagementStrategic Financial PlanningFinancial Risk ManagementFinancial ServicesRetirement PlanningInvestment PortfolioTime ManagementStock TradingBuilding RelationshipsLife InsuranceEstate PlanningFinance
ABOUT LADAN SHOKRGOZAR
With over 18 years of experience in the financial services industry, Ladan takes a holistic approach to client wealth management with emphasis on defensive portfolio construction and tax minimization.
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