"I’m dedicated to helping clients achieve their financial goals, by offering proactive and holistic advice and am excited to help the clients clarify their goals through financial goal plans. I ensure my client’s needs are my top priority by taking the time to listen to their aspirations and providing advice to meet their financial goals."
Credentials/Education highlights:
I can assist you with:
Email: angel.gupta@synergycu.ca
Ph: 1-306-500-2087
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
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*Mutual funds and other securities are offered through Aviso Wealth. Online brokerage services are offered through Qtrade Direct InvestingOnline brokerage services are offered through Qtrade Direct Investing. Aviso Wealth, Qtrade Direct Investing, and Qtrade Guided Portfolios are divisions of Aviso Financial Inc.
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