Shalini Gupta
Consultant @IG Wealth Management
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WORK HISTORY
Consultant @IG Wealth Management
ON, CA
Investors Group Financial Services Inc.
EDUCATION
Sheridan College
Post Graduate Certificate, Business Analysis, A
University of Saskatchewan
Bachelor of Commerce (B.Com.), Finance and Economics (Honours)
ABOUT SHALINI GUPTA
I’m committed to helping our clients implement, grow, and partake in the best possible outcomes for their financial future. I pride myself in my ability to listen to our client’s goals for their life and their finances. I pair listening and a direct ability to pay attention to the small details of each client’s story. Those two characteristics allow for a client to feel heard and for our company to become a major asset for our clients. We are able to customize a program that will fit our clients from all areas of life. With the understanding that not everyone has the same goals and situation, we are able to connect each client with an array of support. Our customized services are tailored to each client and reflects an understanding that I am always looking out for our client’s best interest. We are here to help you turn conceptually-sound ideas into fully implemented solutions that add tangible value to your financial future. Our company takes pride in delivering exceptional value every step of the way. Outside of my company, I enjoy spending time with my family, especially my daughter. I also practice tai chi and qigong and am a certified tai chi instructor. I like to go to action/adventure movies. Finally, I am a life long learner and spend time reading, studying and learning new things. If you have any questions at all about our services, please contact me at the info below. Email- S••••••••@ig.ca Phone- 64••••••77
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