Shreya S.
Marketing Director @Transamerica
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WORK HISTORY
Marketing Director @Transamerica
Winnipeg, MB, CA
Helping affluent clients with a combination of financial advisory services,Providing and conducting an financial needs analysis Using a consultative process, To help attain information about the client’s wants and specific situation, Then creating a well structured personalized strategy using a wide range of financial products and services.Range of services - Investment advice- Estate planning- Accounting- Retirement - Tax services
EDUCATION
University of Manitoba
Bachelor of Arts - BA
ABOUT SHREYA S.
In order to provide financial literacy to all Americans and Canadians in an easy-to-understand language, we are expanding our team of financial brokers across North America. Why is this crucial- By the time they get 65, 91% of Canadians are in financial trouble. This is happening as a result of a lack of financial literacy. After all, when was the last time you were given a strategy to lower debt, increase savings, and ensure the financial security of your family? Our certified advisers are available to help Canadians comprehend the fundamentals of investing, asset and income protection, and the various accounts offered in Canada. We\'ll then check out their aspirations and concerns for the future. Finally, we will tailor their financial plan using the 50+ companies we are linked with to determine the most effective course of action for them. Let\'s connect to begin your journey to financial success if you\'re interested to get a free financial analysis done for yourself!
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