Yogesh Sheta, RWM™, MFA-P™
Affiliate Member at STEP Canada | The Society of Trust and Estate Practitioners (Canada)- Claim this Profile
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English Professional working proficiency
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Hindi Native or bilingual proficiency
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Gujarati Native or bilingual proficiency
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Punjabi Elementary proficiency
Topline Score
Bio
Navneet Minhas
Yogesh's expertise has been paramount in my personal and business financial planning. He is informed, insightful and a subject matter expert that is also very congenial and unbiased in his opinion. I look forward to continuing to work with Yogesh in different facets of my financial future.
Keith Hennel (He/Him/His)
Highly recommend!
Navneet Minhas
Yogesh's expertise has been paramount in my personal and business financial planning. He is informed, insightful and a subject matter expert that is also very congenial and unbiased in his opinion. I look forward to continuing to work with Yogesh in different facets of my financial future.
Keith Hennel (He/Him/His)
Highly recommend!
Navneet Minhas
Yogesh's expertise has been paramount in my personal and business financial planning. He is informed, insightful and a subject matter expert that is also very congenial and unbiased in his opinion. I look forward to continuing to work with Yogesh in different facets of my financial future.
Keith Hennel (He/Him/His)
Highly recommend!
Navneet Minhas
Yogesh's expertise has been paramount in my personal and business financial planning. He is informed, insightful and a subject matter expert that is also very congenial and unbiased in his opinion. I look forward to continuing to work with Yogesh in different facets of my financial future.
Keith Hennel (He/Him/His)
Highly recommend!
Credentials
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Master Financial Advisor - Philanthropy (MFA-P)
Knowledge BureauDec, 2022- Nov, 2024 -
Real wealth Management
Knowledge BureauFeb, 2020- Nov, 2024 -
Canadian Investment Funds Course
IFSE Institute -
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
Alberta Insurance Council
Experience
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STEP Canada | The Society of Trust and Estate Practitioners (Canada)
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Canada
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Education Administration Programs
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1 - 100 Employee
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Affiliate Member
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Apr 2023 - Present
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Canadian Association of Gift Planners (CAGP)
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Canada
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Philanthropic Fundraising Services
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1 - 100 Employee
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Member
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Dec 2022 - Present
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Real Wealth Manager
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Feb 2020 - Present
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Director/Financial Advisor
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Jan 2018 - Present
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(Sole Proprietor)
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Calgary, Canada Area
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Independent Broker
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Feb 2017 - Present
Independent Brokers for Life Insurance and Investment products. Independent Brokers for Life Insurance and Investment products.
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Immunis Insurance
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Calgary, Alberta, Canada
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Owner
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Feb 2017 - Jan 2018
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Self-Employed
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Calgary, Canada Area
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Day Trader
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Jul 2015 - Feb 2017
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Maharaja Dehydration
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Calgary, Alberta
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Sales Representative
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Jun 2015 - May 2016
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Sunyog Import - Exports
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Calgary, Canada Area
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Managing Partner
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Jan 2015 - Apr 2016
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Community
