Meenakshi Sareen

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

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Credentials

  • LLQP
    Insurance Council of BC
    Apr, 2019
    - Nov, 2024
  • Licensed Practical Nurse
    BCCNP
    Jan, 2008
    - Nov, 2024

Experience

  • Westgroup Financial Management Inc.
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Wealth Advisor
      • Dec 2020 - Present

      Helping Families and Individuals and businesses with strategic financial planning to CREATE GROW AND PROTECT THEIR WEALTH. Helping Families and Individuals and businesses with strategic financial planning to CREATE GROW AND PROTECT THEIR WEALTH.

  • Vancouver Coastal Health
    • Canada
    • Hospitals and Health Care
    • 700 & Above Employee
    • LPN CCM
      • Apr 2008 - Nov 2021

  • Lifeone Financial Services Inc
    • Canada
    • Investment Banking
    • 1 - 100 Employee
    • Insurance and Investment Specialist
      • Apr 2018 - Nov 2020

Education

  • IFSE Institute
    LLQP, Financial Planning and Services
    2019 -
  • CLPNBC
    Licencsed Practical Nurse, Nursing
    -
  • University of the Punjab
    Bachelor's degree, Computer Applications
    -

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