Omar Aziz Email
Financial Planner @ Coast Capital Wealth Management
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Omar Aziz Location
- Vancouver, BC, CA
Omar Aziz Work
- Financial Planner @ (May 2024 - Present)
- Financial Planner @ (May 2024 - Present)
- Wealth Planning Specialist @ (March 2014 - July 2023)
- Financial Planner @ (December 2007 - March 2014)
- Account Manager @ RBC (October 2006 - December 2007)
- Personal Banker @ (November 2004 - October 2006)
Omar Aziz Education
- Royal Roads University
Master's degree (Business Administration, Executive Management)
2025 - Kwantlen Polytechnic University
Bachelor's degree (Entrepreneurial Leadership)
2004 - Kwantlen Polytechnic University
Business Management Diploma
2002
Omar Aziz Skills
- Account Management
- Banking
- Banking Services
- Certified Financial Planner
- Communication
- Credit
- Critical Illness
- Customer Retention
- Educational Seminars
- Entrepreneurship
- Estate Planning
- Estate Tax Planning
- Financial Advisory
- Financial Goals
- Financial Planners
- Financial Planning
- Financial Services
- Holistic Financial Planning
- Independent Financial Advice
- Insurance
- Insurance Planning
- Investment Management
- Investment Sales
- Investment Strategies
- Investments
- Life Insurance
- Manage client expectations
- Mutual Funds
- Personal Financial Planning
- Retirement
- Retirement Income Planning
- Retirement Planning
- Risk Management
- Sales
- Sales Presentations
- Securities
- Segregated Funds
- Small Businnes Services
- Strategic Financial Planning
- Wealth Management
Omar Aziz Summary
- Omar Aziz, based in Vancouver, BC, CA, is currently a Financial Planner at Coast Capital Wealth Management. Omar Aziz brings experience from previous roles at Worldsource Wealth Management, Envision Financial, Freedom 55 Financial and RBC. Omar Aziz holds a Master's degree in Business Administration, Executive Management @ Royal Roads University. With a robust skill set that includes Account Management, Banking, Banking Services, Certified Financial Planner, Communication and more. Omar Aziz has 1 emails on RocketReach.
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