Harpreet Saroya has extensive experience in financial planning, currently serving as a Financial Advisor at BlueShore Financial since May 2014. Responsibilities include personal financial planning for clients, encompassing investments, risk management, estate and tax planning, and credit financing. Prior experience includes roles as a Financial Planner at TD Waterhouse Ltd. from August 2006 to February 2013 and as an Associate Financial Consultant at MD Financial Management from March 2003 to August 2006. Harpreet Saroya is an alumnus of the British Columbia Institute of Technology.
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