Daljit P.

Wealth Management Advisor at Westgroup Financial Management Inc
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Contact Information
us****@****om
(386) 825-5501
Location
Vancouver, British Columbia, Canada, CA

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Experience

    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Wealth Management Advisor
      • Mar 2019 - Present

      Helping Families, Individuals, and Corporations create a Holistic Financial Plan by Implementing Investment and Insurance Strategies to mitigate exposure to Taxes and Creating Wealth. Westgroup Financial provides full-service Estate Planning, Retirement Planning, Wealth Protection, and Investments including RRSP's, RESP's, TFSA's, Guaranteed Income Funds, Segregated Funds, and Private Wealth Management. Helping Families, Individuals, and Corporations create a Holistic Financial Plan by Implementing Investment and Insurance Strategies to mitigate exposure to Taxes and Creating Wealth. Westgroup Financial provides full-service Estate Planning, Retirement Planning, Wealth Protection, and Investments including RRSP's, RESP's, TFSA's, Guaranteed Income Funds, Segregated Funds, and Private Wealth Management.

    • FSR
      • Nov 2017 - Present

      Assess compliance of regulated work and operation of equipment Assess compliance of regulated work and operation of equipment

  • Virsa Homes
    • Vancouver, British Columbia, Canada
    • Chief Executive Officer
      • Jun 2012 - Present

      Building and Developing Solutions for Individual and Business needs Building and Developing Solutions for Individual and Business needs

  • DNR Contracting Ltd.
    • British Columbia, Canada
    • Chief Executive Officer
      • Jan 2006 - May 2013

      Leading in Building Development & Business Operations. Overseeing Project Planning and Financial Analysis. Building strong relationships and managing Business Growth and Budgeting. Leading in Building Development & Business Operations. Overseeing Project Planning and Financial Analysis. Building strong relationships and managing Business Growth and Budgeting.

Education

  • Insurance council of BC
    LLQP
    2018 - 2019
  • British Columbia Institute of Technology
    Avionics Maintenance Technology/Technician
    2004 - 2005

Community

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