Royal LePage Credit Valley Real Estate

The one stop shop experience continues. Now situated close to home and servicing all client needs for Real Estate in Brampton, Mississauga and Oakville.

Realtor

ReMax 2000 Realty Inc.

Custom Full service in helping people to buy and sell Homes

Pro Financial Asset Management

Prepared a comprehensive Sales model for the Wholesaler Network initiative to grow assets based on new capital funding requirements 
Supervised 2 Wholesalers
Completed an accounting reconciliation project concerning Principal Protected Notes

National Sales Manager

CIBC WG & RBC DS

Annual growth of assets under management at 30%
Peak assets under management $65 million
Annual revenue to firm exceeded $1 million and placed in President's or Executive Club
Received Manulife's 2007 President Award - working well with solutions providers
Supervised the growth and development of an Investment Associate and Investment Assistant

Investment Advisor

Toronto Dominion Bank

Worked as Branch Manager responsible for many sales and service targets. Also supervised large number of staff
Corporate office assignments allowed to interact and support TD staff in delivery of their sales and service objectives
Financial Planner position allowed for higher level of customer service for bank high net worth clients, with focus on education and managing investment platforms

Financial Services Officer

Royal LePage Credit Valley. Actively looking to help buyers and sellers for residential and investment properties. I'm never too busy for your referrals. 

My past background will allow me to supplement the Real Estate Transaction with an Financial Planning Overview.

Specialties: Financial Planning, Investment Analysis, credit reviews, private equity deals (networking)

Taplio

Milind Jog Realtor GTA's Linkedin Analytics

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Taplio

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Want to drive more opportunities from LinkedIn?

Milind Jog Realtor GTA's Linkedin Analytics