Vineet Pasricha Email & Phone Number | I dream of becoming a CFP and have reached midway by obtaining Certificate in Financial Services Advice (CFSA) from CSI I have a sizeable experience with major Banks in helping Small-and-Medium sized businesses obtain optimal working capital funds, required to grow their businesses leaps and bounds. I provide value to the organizations with my experience, knowledge, education, and most importantly through my willingness to learn more and improve. I am known for my resilience, ethics, fun team meetings, and knowledge sharing for everyone’s betterment. In my spare time, Library is the coolest place I go to and on amazing weather days, I take out my DSLR ambitiously to learn Professional Photography. My areas of expertise include: Capital Markets investment advice based on Risk-Return spectrum, Financial Planning for households, Family Tax planning, Working Capital requirement analysis for Small and Medium sized businesses, Wealth creation, Optimal Insurance needs, Estate planning, Relationship management, Clients’ Portfolio management, Sales and Business development. Some of the investment accounts, I have thorough knowledge about are: RRSP, RPPs, RESP, TFSA, RRIF, LIRA, Government Pension Programs.

Vineet Pasricha

I dream of becoming a CFP and have reached midway by obtaining Certificate in Financial Services Adv...
Oshawa, Ontario, Canada

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Vineet Pasricha’s Email vineet.pasricha@td.ca

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Vineet Pasricha’s Location Oshawa, Ontario, Canada

Vineet Pasricha’s Current Industry Td Canada Trust Bank

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Personal Banker

2023-02-01 00:00:00 - Present

Financial Advisor

2021-08-01 00:00:00 - 2023-02-01 00:00:00

Insurance Advisor

2021-04-01 00:00:00 - 2021-08-01 00:00:00

Associate

2020-06-01 00:00:00 - 2021-05-01 00:00:00

Senior Manager

2019-05-01 00:00:00 - 2019-10-01 00:00:00

Senior Manager

2016-12-01 00:00:00 - 2019-05-01 00:00:00

Relationship Manager

2013-05-01 00:00:00 - 2016-12-01 00:00:00

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Vineet Pasricha is a I dream of becoming a CFP and have reached midway by obtaining Certificate in Financial Services Advice (CFSA) from CSI I have a sizeable experience with major Banks in helping Small-and-Medium sized businesses obtain optimal working capital funds, required to grow their businesses leaps and bounds. I provide value to the organizations with my experience, knowledge, education, and most importantly through my willingness to learn more and improve. I am known for my resilience, ethics, fun team meetings, and knowledge sharing for everyone’s betterment. In my spare time, Library is the coolest place I go to and on amazing weather days, I take out my DSLR ambitiously to learn Professional Photography. My areas of expertise include: Capital Markets investment advice based on Risk-Return spectrum, Financial Planning for households, Family Tax planning, Working Capital requirement analysis for Small and Medium sized businesses, Wealth creation, Optimal Insurance needs, Estate planning, Relationship management, Clients’ Portfolio management, Sales and Business development. Some of the investment accounts, I have thorough knowledge about are: RRSP, RPPs, RESP, TFSA, RRIF, LIRA, Government Pension Programs.

Vineet Pasricha has prior
experience in the following industries:
Scotiabank | Td Insurance | Walmart | Hdfc Bank | Kotak Mahindra Bank | Icici Bank

Vineet Pasricha has the following professional experience:
Td Canada Trust Bank | Scotiabank | Td Insurance | Walmart | Hdfc Bank | Kotak Mahindra Bank | Icici Bank