Vineet Puri Email & Phone Number
Financial Planner @ Investors Group
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Vineet Puri Location
- Montreal, QC, CA
Vineet Puri Work
- Financial Planner @ (June 2023 - Present)
- Financial Planner @ (June 2023 - Present)
- Financial Planner @ (October 2017 - June 2023)
- Financial planner @ (January 2010 - October 2017)
- Senior Private Banker @ (March 2017 - September 2017)
- Investment Specialist @ (June 2005 - December 2010)
Vineet Puri Education
- John molson
Financial planner (Accounting and Finance)
2017-2017
Vineet Puri Skills
- Retirement Planning
- Investments
- Investment Advisory
- Credit
- Credit Analysis
- Loans
- Retail Banking
- Residential Mortgages
- Asset Management
- Finance
- Relationship Management
- Pensions
- Asset Allocation
- Financial Services
- Real Estate
- Wealth
- Investment Strategies
- Banking
- Management
- Services
- Microsoft Office
Vineet Puri Summary
- Vineet Puri, based in Montreal, QC, CA, is currently a Financial Planner at IG Wealth Management. Vineet Puri brings experience from previous roles at IG Wealth Management, National Bank of Canada, Laurentian Bank and Laurentian Bank of Canada. Vineet Puri holds a 2017 - 2017 Financial planner in Accounting and Finance @ John molson. With a robust skill set that includes Retirement Planning, Investments, Investment Advisory, Credit, Credit Analysis and more. Vineet Puri has 1 mobile phone numbers on RocketReach.
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