Simranpreet Sam S.
Financial Services Associate @Meridian Credit Union
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WORK HISTORY
Financial Services Associate @Meridian Credit Union
EDUCATION
Savitribai Phule Pune University
Master's degree, MBA Marketing
ABOUT SIMRANPREET SAM S.
I am a Financial Services Associate at Meridian Credit Union, specializing in wealth management and investment solutions for personal and small business clients. With my Canadian Securities Course (CSC) credential, I support clients in making sound investment and financial decisions aligned with their goals.My experience includes working closely with Wealth clients, small business owners, providing support with investments, cash‑flow management, and everyday banking needs. I take a client‑focused, consultative approach, helping individuals and business clients build financial strategies that support growth, stability, and long‑term success.
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