Rouzbeh Ansari

Background

About Rouzbeh Ansari

I’m a banker passionate in economy, investment, capital market, equities, portfolio management, asset management, and asset allocation. Having 4 years equity trading experience helped me to better understand price action, sentiments, and market. I execute stocks, options, commodities, and cryptocurrencies trades by utilizing technical and fundamental analysis to establish trading positions. The favorite part is analyzing and monitoring statistical data trends, charts, market trend, and business cycle phases. As a banking advisor, I collaborate with individuals and families and apply personal financial advice principles from investment needs (GICs, Mutual Funds, RRSP, RESP, TFSA, RRIF, LIF, …) to financing (personal loans, investment loans, line of credits, credit cards, …) to actively and effectively assess their life stage needs and provide proactive financial solutions. In doing day to day banking career, I have contributed to meeting and exceeding sales plan and related activities by growing both existing and new portfolios. I proudly have excellent experience in developing and maintaining client relationships, resolving customer complaints, negotiation techniques and successful client retentions. I completed Investment Fund in Canada (IFC) and am a licensed mutual fund representative with Royal Mutual Funds Inc.(RMFI), currently completing CFA.