Venkatraman Kumar

Background

About Venkatraman Kumar

As a Senior Financial Advisor at Envision Financial, I have over two years of experience in managing a portfolio of high value members and providing them with tailored solutions for their financial needs. I have successfully completed the Investment Funds in Canada (IFC), Personal Financial Services Advice (PFSA), and Financial Planning 1 (FP1) certifications from the Canadian Securities Institute, demonstrating my knowledge and skills in the financial services industry. I am passionate about building strong relationships with my clients and delivering exceptional service and advice. I have a proven track record of identifying gaps within financial plans, discovering needs and offering solutions including MFDA products and services, retail mortgages, personal and RRSP loans, credit cards, line of credits, overdraft protection and related insurance products. I also support the achievement of branch goals and individual goals for net growth of the business, and provide mentorship and assistance to other employees. I am actively involved in community investment initiatives. Additionally, I have more than 8 years of experience and expertise in Marketing and communications. this includes, marketing management, pricing, strategic planning, vendor management, advertising, media planning and buying, budgeting, sponsorship management and all marketing related communications.