Shibi Parameswaran

Financial Services Consultant @World System Builder

Toronto, ON, CA

Reaching out to clients and scheduling meetings• Assessing information and proactively planning ideal portfolios to individual client’s needs• Advising clients to make informed decisions about their financial situation• Consulting information from various sources, including reputable providers of financial products such as BMO, TD, Manulife & iA Financial Group • Contacting head office and financial services providers• Producing projected reports of financial portfolio growth for clients• Updating clients with tailored financial products and/or explaining any modifications to recent legislation changes that can impact their current investments.• coach in-training Junior Associates in the field of Financial Advising for them to become financially independent.