Megh Thakor
Financial Services Representative @Kawartha Financial Services
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WORK HISTORY
Financial Services Representative @Kawartha Financial Services
Peterborough, ON, CA
Support members with mortgage and lending solutions, including lines of credit, credit cards, and consumer loans• Complete mortgage and lending applications by gathering financial information, verifying income and documentation, and ensuring accuracy and completeness• Conduct preliminary assessments of creditworthiness, debt servicing ratios, and risk considerations in alignment with lending policies• Explain mortgage structures, terms, rates, payment options, and conditions to help members make informed borrowing decisions
EDUCATION
MIT Vishwashanti Gurukul An IB World School
IBDP, None
Trent University
Bachelor of Science - BS, Economics
ABOUT MEGH THAKOR
Hi! I’m Megh, a dedicated professional with a BSc in Economics and a minor in Business Administration. My career journey has led me to specialize in investment services, where I help clients navigate their investment options and make informed financial decisions.As a Branch Ambassador at Kawartha Credit Union, I focused on providing exceptional service in investment management, building lasting relationships, and empowering clients on their financial journeys. My analytical background fuels my passion for both actuarial science and investment banking, and I’m excited to explore opportunities in these dynamic fields.I thrive in collaborative environments and am always eager to learn and grow. I stay current with industry trends and enjoy connecting with like-minded professionals who share my interests.Let’s connect! I’m looking forward to networking and exploring new opportunities in the finance industry.
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