With a Master’s degree in Economics and a decade experience in retail banking in Iran (Parsian BanK), I immigrated to Canada in 2015. I took a postgraduate certificate in Marketing Management for Financial Services from George Brown College and completed some other financial courses. I joined RBC bank in 2018 and worked there as a client advisor for more than 2 years. In March 2021, I moved to the Insurance Industry. I advise my client regarding their financial wants, needs, and goals based on their risk tolerance and time Horizon.
Like any organization I have Purpose, Vision and Goal:
*** Purpose: To leave a life long legacy to make sure I made a magnificent impact on the universe when I’m not in the world anymore.
*** Vision: To be among Canada’s most trusted and successful financial advisors.
*** Values: Honesty, Empathy, Integrity, and Accountability.