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    Sam Bhatnagar

    Entrepreneur, Mortgage Solutions, Insurance & Investments(RESP,TFSA,RRSP,NON-REG)

    Sam Bhatnagar is an experienced insurance professional and entrepreneur based in Surrey, British Columbia, Canada.1 He has been serving as an Insurance Advisor at World Financial Group Insurance Agency Of Canada Inc since November 2010, accumulating over 14 years of experience in this role.1 Concurrently, he has been working as a Mutual Fund Representative at WFG Securities Inc since December 2010.1

    Sam's expertise extends beyond insurance and investments. He describes himself as an "Entrepreneur, Agency Principal, Insurance, Investments, Mortgage Planning & Debt Solutions - Wholistic Financial Planning" professional.1 His diverse background includes:

    1. Education in compliance, branch management, personal income tax, life license qualification, insurance, mutual funds, investments, and marketing.
    2. Previous roles as a Sales Marketing Manager at Bell and a Tutor at Kwantlen Polytechnic University.1
    3. Experience in income tax preparation at H&R Block.1

    Sam is multilingual, with proficiency in Gujarati, Hindi, Punjabi, Swahili, and English.1 His educational background includes studies at the Canadian Securities Institute, IFSE Institute, Oliver Learning Institute, Kwantlen Polytechnic University, and H&R Block.1

    As an insurance agent, Sam helps clients prepare for uncertainties such as outliving retirement, unexpected death, or disability.2 His approach appears to focus on comprehensive financial planning, encompassing insurance, investments, mortgage planning, and debt solutions.1

    Highlights

    Sam Bhatnagar Surrey: insurance, life insurance, financial services ...
    Sam Bhatnagar Surrey: insurance, life insurance, financial services ...

    Related Questions

    What are Sam Bhatnagar's key achievements in the insurance industry?
    How did Sam Bhatnagar transition from insurance to marketing roles?
    What specific qualifications does Sam Bhatnagar hold in insurance and investments?
    Can you provide examples of Sam Bhatnagar's work in branch management?
    What is Sam Bhatnagar's educational background in compliance and personal income tax?
    Sam Bhatnagar
    Sam Bhatnagar, photo 1
    Sam Bhatnagar, photo 2
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    Location

    Greater Vancouver Metropolitan Area