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Sam Bhatnagar
Entrepreneur, Mortgage Solutions, Insurance & Investments(RESP,TFSA,RRSP,NON-REG)
Sam Bhatnagar is a professional with a diverse educational background and extensive experience in the fields of compliance, branch management, personal income tax, insurance, investments, marketing, and general management.
Their educational journey includes studies in Compliance 101 and Branch Management at Oliver Learning Institute, Personal Income Tax at H&R Block, Life License Qualification and Insurance at Oliver Learning Institute, and Mutual Funds, Investments, and Securities at the Investment Funds Institute of Canada.
They also pursued Marketing and Marketing Management at Kwantlen Polytechnic University, showcasing a well-rounded academic foundation.
With their professional experience, Sam has held various roles at reputable organizations. They served as an Insurance Agent at World Financial Group Insurance Agency Of Canada Inc and as a Mutual Fund Representative at WFG Securities Inc.
They also contributed as an Executive Marketing Director at World Financial Group (WFG), Sales Marketing Manager at Bell, Tutor at Kwantlen Polytechnic University, and held a position in income tax at H&R Block.
Sam Bhatnagar's diverse background and experience across insurance, finance, marketing, and education highlight a versatile and accomplished professional.