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Preeti Brar
Senior Manager, Regional Business Management at TD Wealth Private Wealth Management
Professional Background
Preeti Brar is a seasoned finance professional with a robust background in business management and client services, especially in the wealth management sector. Currently, she serves as the Senior Manager for Regional Business Management at TD Wealth Private Wealth Management, where she utilizes her extensive expertise in finance to deliver exceptional management and client relations. With several years of experience in varying capacities within TD Wealth Management, Preeti has cultivated a reputation for her proactive approach, strategic decision-making, and an unwavering commitment to the financial success of her clients.
Preeti's career in the financial industry began at TD Waterhouse, where she worked as an Investment Representative and a Loss Prevention Agent. These foundational roles allowed her to develop critical skills in investment processes and risk management. She later transitioned into client services, taking on positions such as Client Service Associate and Manager of Client Services within the Investment Management sector. In these roles, she honed her abilities to communicate effectively, understand client needs, and manage diverse investment portfolios.
Before establishing herself in the finance arena, Preeti gathered valuable experience in customer service and administrative roles. She has also worked as a Customer Service and Sales Agent at Air Canada and served as an Administrative Assistant at Rogers TV. Such experiences have played a pivotal role in shaping her strong interpersonal skills and service-oriented mindset, contributing significantly to her success in wealth management.
Education and Achievements
Preeti Brar's educational journey laid a robust foundation for her career in finance. She obtained her Business Administration Diploma, specializing in Finance, from Humber College Institute of Technology and Advanced Learning, where she gained crucial knowledge about the financial landscape, including business ethics, accounting, and investment strategies. Building upon this diploma, she pursued an Honours Bachelor of Business Administration in Finance at the University of Guelph. Here, Preeti expanded her theoretical and practical understanding of finance and business management, preparing her for the challenges and complexities of the financial sector.
Achievements
Throughout her career, Preeti has not only demonstrated exemplary performance in her roles but has also contributed significantly to the financial well-being of the clients she serves. Her promotions within TD Wealth Management are a testament to her dedication and ability to exceed expectations. Having taken on increasingly responsible leadership positions, she not only mentors her team but also drives performance by motivating those around her. In her current role as Senior Manager, she is instrumental in devising strategies that enhance client engagement and drive business growth.
Preeti’s ability to navigate the intricacies of financial management combined with her commitment to delivering exceptional client service has allowed her to build lasting relationships with clients and stakeholders alike. As she continues to grow in her career, she remains an essential part of the TD Wealth team, contributing to innovative financial management solutions and elevating client experiences. Her professional journey exemplifies her relentless pursuit of excellence and her passion for enhancing clients' financial futures.
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