Sono Singh

Background

About Sono Singh

In my current role, I work with IG Wealth Management financial consultants to add value to client relationships by providing overall portfolio and individual securities advisory services for those high net worth clients who seek advice regarding portfolio structure. I provide written portfolio summaries which analyzes existing portfolio investments as well as provide recommendations based on the client's current situation, risk tolerance and objectives. Upon request I also provide clients with specific securities research or market activities in general with specific reference to how it may affect the client. I conduct training and communication seminars with consultants to keep them updated with markets, competitor intelligence, third party product knowledge, economic discussions and understanding portfolio allocation.I am well versed on Bloomberg Terminal, FactSet, Thomson Reuters Eikon, Morningstar Advisor Workstation Station (AWS), Croesus, R-Broker & R-Funds (RPM), Thomson Reuters One, QuoteStream Suite and OSS/ISM.