Sourja Dam

Background

About Sourja Dam

I am a results-driven finance professional with a deep-rooted passion for the financial sector, backed by over 4 years of experience in finance and 2 years in sales. My journey in finance began with a Bachelor of Commerce in Finance, where I consistently ranked first in my class and earned recognition as the 'Best Student of the Year' at my university.Since then, I have continued to excel, expanding my expertise through post-graduate programs in Financial Planning and Financial Marketing in Canada. My dedication to excellence led me to complete the CSC (Canadian Securities Course), CPH (Conduct and Practices Handbook), and WME (Wealth Management Essentials) certifications, along with obtaining my RR (Registered Representative) license. I am currently pursuing the completion of the CFA (Chartered Financial Analyst) and CIM (Chartered Investment Manager) designations, further enhancing my qualifications in the finance industryOver the years, I've had the privilege of working as a Financial Advisor at Scotiabank, where I was recognized as a top individual advisor. I was also selected for a highly competitive program for Wealth Management associates, a rigorous platform that has further honed my skills and propelled my career in finance.Currently, I serve as an Investment Associate within a top-tier team, where I specialize in investment strategies, financial projections, and comprehensive wealth planning. My mission is to continue expanding my knowledge and helping clients achieve their financial goals.My education and experiences have equipped me with expertise in Financial Modeling, Investment Strategies, and Wealth Management. I'm committed to providing the highest level of financial guidance and support to my clients.Let's connect and explore how I can assist you on your financial journey.Education Includes: Financial Modeling | CFA Level II cleared | CSC, CPH, WME | RR Licensed | Financial Planning | Financial Marketing | “Investing isn’t about beating others at their game. It's about controlling yourself at your own game.”- Benjamin Graham