Daljit P.
Wealth Management Advisor at Westgroup Financial Management Inc- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
Westgroup Financial Management Inc.
-
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.
-
-
-
Sharp Electrical Limited
-
Canada
-
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 -
British Columbia Institute of Technology
Avionics Maintenance Technology/Technician