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Nayna Karmali

Senior Financial Advisor at BlueShore Financial

Intro Book

Seasoned financial advisor with 25+ years of experience in financial services, wealth management, and banking.

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Location

West Vancouver, British Columbia, Canada, CA

Skills

Financial Services
Wealth Management
Finance
Banking
Mortgage Lending
Residential Mortgages
Retirement Planning
Retail Banking
Credit
Investment Advisory
Loans
Show all

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Nayna has 25+ years of experience in financial services, which is a significant amount of time. She has held senior roles at BlueShore Financial and TD, which adds to her credibility. Her education in Criminology from Simon Fraser University is also a plus. Skills like financial planning, wealth management, and banking are in demand, but the level of expertise and experience Nayna has, she can charge a premium rate. Considering her location in West Vancouver, BC, which is a high-cost-of-living area, I would estimate her rate to be around $125 per hour, which is slightly lower than the national average for financial advisors in Canada. However, given her extensive experience and education, I believe she can command a higher rate, possibly up to $150 per hour. But for this estimate, I'll stick with $125.

Bio

Generated by

Topline AI

Nayna Karmali is a seasoned financial professional with 25+ years of experience in financial services, wealth management, and banking. She has held senior roles at BlueShore Financial and TD, and has expertise in areas like comprehensive financial planning, estate planning, and retirement planning. With a degree in Criminology from Simon Fraser University, Nayna has developed a unique understanding of financial planning and risk management. She is a skilled financial advisor with a strong track record of delivering tailored financial solutions to clients. Nayna's extensive experience and education have equipped her with the knowledge and expertise to provide comprehensive financial planning, wealth management, and retirement planning services to individuals and families.

Experience

BlueShore Financial

Canada

Banking

300 - 400 Employee
- Senior Financial Advisor
  
  Sep 2007 - Present
  
  As a Professional Financial Planner with over 25 years experience in the financial services industry, I am able to provide extensive knowledge and expertise in a wide range of areas from comprehensive financial planning, estate and retirement planning, wealth management as well as personal and residential lending. Specialties: Providing tailored financial solutions focusing on areas that include wealth management, retirement, tax efficiency, and estate planning.
- Manager, Financial Services
  
  May 2004 - Aug 2007
TD
- Manager Financial Services
  - Jun 1982 - Apr 2002
Canada Trustco Mortgage Co.
- Lending officer
  - 1981 - 1994

Education

1979 - 1981

Burnaby Central

1979 - 1981
1981 -

Simon Fraser University
Criminology

1981 -

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking”

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Nayna Karmali

Refer a Friend to Get
100 Credits For FREE

$125.0

Hourly Rate