Akaash Kalra, B.Comm
- Life and Health Insurance Advisor
- Mutual Fund Representative *
What I value in my career are the relationships I build with my clients and the opportunity to assist them by determining the best possible financial security solutions. To do my job effectively I will adopt strategies accordingly to each individual to ensure we accomplish financial goals that the client has in place. Whether a client's goal are:
- Tax minimization
- Investing for retirement
- Business succession planning
- Saving for children's education, a new home or project
- Protection for unforeseen financial risk
- Budgeting and managing debts
I will ensure a high level attention to detail to each of my clients. I make myself available to my clients at all times which allows for further convenience. Helping individuals achieve their financial goals brings me great pleasure, both professionally and personally.
Through the completion of my Accounting Diploma at Seneca College I had found my calling in the Financial Service Industry. This discovery inspired me to enhance my knowledge by completing my Bachelor of Commerce Degree in Financial Service Management. Following, the completion of my degree I worked alongside a Branch Manager and other Financial ServicesAdvisors at Desjardins Financial Security Independent Network. This opportunity allowed me to develop the skills, guidance and experience necessary to pursue a career as an Independent Financial ServicesAdvisor.
I have joined forces with Desjardins Financial Security Independent Network, a major distribution network for financial products and services, as it offers me all the support I need to be able to efficiently meet my clients' needs.
I am committed to offering you appropriate guidance in the areas in which I am qualified.
To do so, I am constantly improving my knowledge in the field of financial security, ensuring that it is up to date in order to offer the best possible consulting services and to meet or surpass my clients' expectations.
* Mutual funds are distributed through Desjardins Financial Security Investments Inc.