Satinder Kaur

Financial Advisor at Westgroup Financial Management Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Vancouver Metropolitan Area, CA
Languages
  • Punjabi Full professional proficiency
  • Hindi Full professional proficiency

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Experience

    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Jan 2021 - Present

      Successful Multi-Business owner, and certified advisor through Westgroup Financial Management Inc. I work closely with my clients to ensure they select the best insurance plan options best suited with their lifestyle and needs. I aim to simplify your investment experience by understanding what you want, and working with what you need to find something best suited for you. I pride myself in giving superior professional advice and exceptional service to get you the greatest outcome which will create an stress-free experience and long term client relationship. I focus on RRSP, RESP, Critical Illness Insurance, Disability Insurance, Medical Insurance, Life Insurance, Group Insurance, Long-Term Care Insurance and All Investments. Show less

    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Associate Advisor
      • Mar 2018 - Jan 2021

      Successful Multi-Business owner, and certified advisor through iFreedom. I work closely with my clients to ensure they select the best insurance plan options best suited with their lifestyle and needs. I aim to simplify your investment experience by understanding what you want, and working with what you need to find something best suited for you. I pride myself in giving superior professional advice and exceptional service to get you the greatest outcome which will create an stress-free experience and long term client relationship. I focus on RRSP, RESP, Critical Illness Insurance, Disability Insurance, Medical Insurance, Life Insurance, Group Insurance, Long-Term Care Insurance and All Investments. Show less

    • Canada
    • Personal Care Product Manufacturing
    • 1 - 100 Employee
    • CEO
      • Jul 2010 - Jan 2018

      Managed and marketed the company throughout Canada for the sales and distribution of spa equipment and products for various skincare lines. Worked closely to increase employee morale and the success of the company in various fields such as sales, teaching, equipment innovation and marketing strategies in many markets across the country. Created a vast knowledge in market analysis, finance, investments and customer services throughout the years which helped take the Company into new heights and services. Show less

    • President
      • Jan 2004 - Jun 2010

      Owned and managed a medical aesthetics facility, offering exceptional client service which was awarded and recognized for consecutive years with the Consumer Choice Award. It was also recognized for offering high grade medical aesthetic treatments and offering a relaxing atmosphere for clients to create long term relationships with our staff seen through client loyalty. The skills of understanding how to develop a new business, the importance of client service, finance management and marketing allowed me to excel this business to a high standard. Show less

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