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Avin Gupta

Financial Advisor, Retirement and Investment Planner at Scotiabank

Based in Charlottetown, Canada

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Seniority

Staff

Department

Other

Location

Charlottetown

Industry

Banking

Company size

96K

Contact information

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Email

1 credit

a•••••••@scotiabank.com

Phone

5 credits

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Background

About Avin Gupta

With a solid educational foundation in financial management, my role at Scotiabank is anchored in providing comprehensive retirement and investment planning. I excels in designing strategies that align with our clients' aspirations, leveraging our analytical skills to navigate complex financial landscapes. Holding a Charted Financial Planner diploma from CIFP and Diploma in Financial Planning from Mohawk College, my competency in Customer Relationship Management ensures the development of enduring client relationships. This, combined with stringent adherence to regulatory compliance, positions me to deliver financial peace of mind, effectively translating financial goals into achievable plans.

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