Sabiha Mukadam,CFP, MBA

Advisor at AdvisoryCloud
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Contact Information
us****@****om
(386) 825-5501
Location
Kitchener, Ontario, Canada, CA
Languages
  • Hindi Full professional proficiency
  • Marathi Full professional proficiency
  • Gujarati Limited working proficiency
  • Punjabi Limited working proficiency
  • Urdu Limited working proficiency

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Katya McEwen 🇺🇦 Certified Mindset Coach

I’ve had the pleasure of knowing Sabiha Mukadam since 2008. I have always held Sabiha in high regard for her warmth, knowledge, caring client-focus and work ethic. Sabiha has an exceptional ability to get things done and always looks after best interests of her clients. Capable and thoughtful people are at the foundation of any great organization, and Sabiha is such a person. I can highly recommend Sabiha based on her strong character, her proven abilities as a Financial Planner as well as her work ethic and integrity. Any company that adds Sabiha will be better through the addition of this exceptional woman.

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Credentials

  • Strategic Leadership Managment
    University of Illinois at Urbana-Champaign
    May, 2019
    - Nov, 2024
  • CFP
    Financial Planning Standards Council (FPSC)
    Jan, 2015
    - Nov, 2024
  • Certificate in Advanced Investment Advice
    Canadian Securities Institute (CSI)
    Mar, 2013
    - Nov, 2024
  • Personal Financial Planner
    Canadian Securities Institute
    Mar, 2013
    - Nov, 2024
  • Certificate in Financial Services Advice
    Canadian Securities Institute (CSI)
    Sep, 2011
    - Nov, 2024

Experience

  • AdvisoryCloud
    • United States
    • Business Consulting and Services
    • 500 - 600 Employee
    • Advisor
      • Jun 2020 - Present

      https://www.advisorycloud.com/profile/Sabiha-Mukadam https://www.advisorycloud.com/profile/Sabiha-Mukadam

  • OAKLAND ENTERPRISES LIMITED
    • United Kingdom
    • Business Consulting and Services
    • 1 - 100 Employee
    • Financial Planner
      • Oct 2019 - Present

      We provide Niche Financial planning to clients of all walks We provide Niche Financial planning to clients of all walks

  • TD Asset Management
    • Southwest Ontario
    • Senior Sales Manager
      • Oct 2017 - Oct 2019

      My current role at TD Asset Management is to provide sales support, training, education, coaching and business building tactics for TD Asset Managements largest clients across Southwestern Ontario, Canada. To accomplish this, I'm given access to TD's renowned Portfolio Managers, CIO and Asset Allocation team. Working closely with the entire team, and the Sales Strategy groups, I create initiatives to bring this messaging and product positioning to my clients through legendary presentations to groups of all sizes and by crafting unique business entertainment events to recognize achievements. Given my vast territory, travel and schedule flexibility are essential to meet the needs of my clients. Continually striving for excellence, I act as a liaison between the Financial Planners and TD Asset Management Show less

  • RBC
    • Canada
    • Banking
    • 700 & Above Employee
    • Financial Planner, Investment Retirement Planner, RBC Financial Planning
      • Mar 2015 - Oct 2017

      Financial Planner

    • Financial Planner, RBC financial Planning
      • Sep 2013 - Oct 2017

      Provide customized financial Plan to high net-worth clients, understanding their short/long term financial needs/goals and recommending “best” financial products and services to meet those needs •Oversee growth, retention and maintenance of 400 plus accounts/portfolios ensuring account quality and compliance by adhering to all financial/investment/lending requirements and legal regulations•Conduct periodical portfolio review with clients, assess change in client needs and risk tolerance and plan and implement portfolio strategies to help clients achieve their financial and personal goals Show less

    • Senior Account Manager
      • Aug 2006 - Aug 2013

      Responsible for achieving personal target of $15 million in new money of investment and consumer lending products through face-to-face contacts and meetings within the branch, community and with businesses•Provide customized financial advice to high net-worth clients, understanding their short/long term financial needs/goals and recommending “best” financial products and services to meet those needs •Oversee growth, retention and maintenance of 400 plus accounts/portfolios ensuring account quality and compliance by adhering to all financial/investment/lending requirements and legal regulations•Conduct periodical portfolio review with clients, assess change in client needs and risk tolerance and plan and implement portfolio strategies to help clients achieve their financial and personal goals•Approve loans; Mortgages set up new accounts for consumer/business clients (loans, operating lines/credits, personal lines, credit cards, mortgages, savings—GICs, RRSPs, Mutual Funds, etc.)•Implement a follow-up contact and relationship building strategy to service client needs, retain their business and seek referrals to ensure additional opportunities are captured in Sales Pipeline•Work closely with Branch Manager, Personal Banking Officers, Loans Managers and Underwriters to deliver solutions to meet client needs; actively solicit and provide referral to partners (Investment Specialist, Mortgage Specialist, Small Business, Corporate/Discount Brokerage and Private Banking)•Deliver in-branch and community seminars on sound financial management/investment practices as part of business strategy to generate ongoing leads, enhance branch presence and grow new sales Show less

  • Scotiabank
    • Canada
    • Banking
    • 700 & Above Employee
    • Investment Specialist
      • Jul 2014 - Jan 2015

      Provide customized financial Plan to high net-worth clients, understanding their short/long term financial needs/goals and recommending “best” financial products and services to meet those needs •Oversee growth, retention and maintenance of accounts/portfolios ensuring account quality and compliance by adhering to all financial/investment/lending requirements and legal regulations •Conduct periodical portfolio review with clients, assess change in client needs and risk tolerance and plan and implement portfolio strategies to help clients achieve their financial and personal goals Show less

  • TD
    • Canada
    • Banking
    • 700 & Above Employee
    • Customer Service Representative
      • Sep 2005 - Aug 2006

      Responsible for providing excellent customer service, processing customer transactions, balancing daily cash/accounts following established procedures, and identifying and referring sales opportunities to team • Gained sound experience in retail banking, client service, sales, cross/up-selling and lead generation Responsible for providing excellent customer service, processing customer transactions, balancing daily cash/accounts following established procedures, and identifying and referring sales opportunities to team • Gained sound experience in retail banking, client service, sales, cross/up-selling and lead generation

  • Barclays Bank of Zambia Plc
    • Corporate Credit Manager
      • Aug 2004 - Mar 2005

      Responsible for conducting detail analysis of companies’ financial statements, including balance sheets, cash flows position and capital structures for commercial deal consideration in excess of $250,000 • Structured complex deals and presented business cases to management for review and approval • Protected the bank’s assets and minimized risks in deals while ensuring healthy profits by adhering to established processes, policies, procedures, risk management and regulatory complianceKey Accomplishments• Simplified a 1000 page Credit Binder to a 3-page Cheat Sheet for assessing and approving loans• Won Silver Award for streamlining and improving back-office credit processes and procedures • Gained deep and broad expertise in commercial credit/products, deal structuring and compliance Show less

    • Assistant Corporate Manager-Trade Finance
      • Nov 2002 - Aug 2004

      Managed and directed operations of the Foreign Trade Dept. for the whole country with three regional units reporting directly to me with key responsibility for structuring trade deals for large corporate clients• Marketed trade finance products through sales seminars across the country with attendance of over 200 as part of the bank’s sales strategy to capture larger market share of NGO operating in Zambia • Oversaw all deal structuring involving letters of credit, operating lines and other credit arrangements• Worked closely with deal team, including Electronic Banking and Treasury Departments on various marketing and sales strategies to deliver integrated credit solutions to meet customer needs • Conducted in-house training ensuring divisional staff are fully versed in corporate products/services and credit processes, and providing ongoing leadership to support achievement of sales volumes Key Accomplishments• Successfully managed 20 credit balance accounts for embassies and NGOs totally $50 million • Expanded the Trade-Finance Dept. into three regions and set up entire back-office operations• Increased credit portfolio 20% by cross/up selling alternative credit products and partner solutions Show less

    • Prestige Banker
      • Mar 2001 - Nov 2002

      Prestige Banker, Private Banking, Mar 2001 – Nov 2002Worked in Prestige Banking division providing personalized services and opening and maintaining accounts for high net-worth clients, including CEOs, VPs, Directors and Managers of multinational companies• Provided full range of banking services to customers on one counter, interacting and communicating to identify their needs, recommending types of accounts/loans and opening offshore accounts• Promoted sales of various banking products, identifying and referring channel leads to UK branch• Coached and mentored team to execute on Market Leadership program to achieve established goalsKey Accomplishments• Recognized by management for exceeding sales target and opening over 200 offshore accounts • Gained extensive experience in relationship building and working directly with high net-worth clients Show less

  • ABN AMRO Bank N.V.
    • Netherlands
    • Banking
    • 700 & Above Employee
    • Banking Asistant
      • Jan 1998 - Jul 2000

      • Handled reconciliation of the Nostro & Vostro accounts. Responsible for making the daily balance sheet, monthly balance sheet and the P&L balance sheet. Responsible for the various statutory returns to the Reserve Bank of India. • Handling the incoming and outgoing remittance for the customer and the bank. Working along with the various relationship managers for their customer needs. • Handled reconciliation of the Nostro & Vostro accounts. Responsible for making the daily balance sheet, monthly balance sheet and the P&L balance sheet. Responsible for the various statutory returns to the Reserve Bank of India. • Handling the incoming and outgoing remittance for the customer and the bank. Working along with the various relationship managers for their customer needs.

  • Protolab Electrotechnoligies Ltd
    • Customer Service Executive
      • Oct 1996 - Oct 1997

      Lead a team of 40 people in different departments. Day to day over looking of the production of the factory. Assigning jobs to the various departments. Collection, payments and dispatch of customer order, Worked on the accounts of the suppliers and buyers. Lead a team of 40 people in different departments. Day to day over looking of the production of the factory. Assigning jobs to the various departments. Collection, payments and dispatch of customer order, Worked on the accounts of the suppliers and buyers.

  • Infrasoft Technologies Ltd
    • India
    • IT Services and IT Consulting
    • 400 - 500 Employee
    • Customer Service
      • 1997 - 1997

      office Administration

    • Customer Service
      • 1997 - 1997

      Personal Adminstative Assistant to the 4 direstors of the Company

  • MGM'S Navi Mumbai Hospital
    • Customer Service Executive
      • May 1993 - Apr 1995

      Was covering the Main reception desk for the hospital Logging patients in with doctors Preparing Interim and Final bills for the Indoor patients Collecting cash Helping the accounting department reconcile payments with the doctors. Was covering the Main reception desk for the hospital Logging patients in with doctors Preparing Interim and Final bills for the Indoor patients Collecting cash Helping the accounting department reconcile payments with the doctors.

Education

  • University of Mumbai
    BSC-, Zoology
    1992 - 1996
  • Australian Institute of Business
    Master of Business Administration - MBA, Business Administration and Management, General
    2019 - 2021
  • Australian Institute of Business
    Master of Business Administration - MBA, Business Administration and Finance
    2019 - 2021
  • Australian Institute of Business
    Master of Business Administration - MBA, Business and Finance
    2019 - 2021

Community

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