Amin Adatia
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Amin Adatia is a highly experienced professional with over 30 years of work experience in leadership, financial advisory, retirement planning, financial planning, and portfolio management. Based in Ottawa, Canada, Amin is currently working as a Consultant at Investors Group. With a focus on providing comprehensive financial advice, Amin believes in building long-term relationships with clients to achieve their goals and stay on track. Prior to this, Amin served as the President of a company for over 20 years.
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Emails and Phone Numbers
About
At Investors Group, we know that today, good financial advice is more important than ever. We believe that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track. We believe that building long-term relationships with clients is the best way to help you and your family to explore the financial options that are best for you.
Work Experience
Amin Adatia's Professional Milestones
- Consultant (2015-10-01~): Delivering expert guidance and support to clients, optimizing their business operations and enhancing their overall sustainability.
Skill
Leadership
Financial Advisory
Retirement Planning
Financial Planning
Portfolio Management
Investments
Business Analysis
Finance
Team Leadership
Strategic Planning
Financial Services
Wealth Management
Microsoft Office
Risk Management
Microsoft Excel
Time Management
Customer Service
Financial Analysis
Investment Planning
Management
Insurance Planning
Project Management
Retirement
Mortgage Planning
Certification
Colleagues
Other Named Amin Adatia
Frequently asked questions
We found 1 Amin Adatia's email addresses
Amin Adatia's social media include: Linkedin,
Amin Adatia works for Investors Group
Amin Adatia's role in Investors Group is Consultant
Amin Adatia works in the industry of Real Estate
Amin Adatia's colleagues are john kabuki,toya randdel,Barbara Benke
Amin Adatia's latest job experience is Consultant at Investors Group