Simran Dhaliwal
Financial Advisor @Transamerica
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WORK HISTORY
Financial Advisor @Transamerica
Mississauga, ON, CA
Completed comprehensive training modules on insurance, asset protection, investments, and compliance standards.Learned to use industry tools to analyze client needs and match them with suitable financial products and solutions.Gained hands-on marketing training, including prospecting, client outreach, and strategies for building a professional network.Received direct mentorship from six-figure earners and industry leaders, learning best practices for success in financial services.Developed strong knowledge of financial literacy, wealth management strategies, and client relationship building.Collaborated with a diverse team to deliver professional and personalized service, strengthening communication, teamwork, and leadership skills.
EDUCATION
University of Guelph-Humber
Bachelor of Business Administration - BBA, Marketing
University of Guelph-Humber
Bachelor of Business Administration - BBA, Marketing
ABOUT SIMRAN DHALIWAL
I’m building my career in financial services with World Financial Group, guided by the mission of “No Family Left Behind.” I work alongside top-performing mentors and industry leaders to deliver strategic financial education, wealth-building solutions, and protection planning tailored to each client’s goals.My focus is on helping individuals and families elevate their financial position, protecting income and assets, creating generational wealth, and building a clear path toward long-term financial independence. I believe access to high-level financial guidance shouldn’t be a luxury reserved for a few, but a standard for every family ready to take control of their future.
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