Posted by Optimize on September 27, 2022
Optimize Wealth Welcomes
Sanjeev Duggal and its newest office in Mississauga, Ontario, furthering its Nationwide Expansion
About Sanjeev Duggal
Sanjeev has over 25 years of experience working with Health Care Professionals and business owners in the areas of insurance, wealth management, estate planning and employee benefits. He started his career in 1988 with Canada Life, building expertise in group pension plans. Completed the Canadian Securities Course (CSC) in 1990. In 1995, he attained his life insurance license. Belief in continuing education has been the cornerstone of Sanjeev’s career path and he has obtained the following designations;
Certified Financial Planner (CFP) – Member of FP Canada
Responsible Investment Specialist (RIS) – Member of RIA
Elder Planning Counselor (EPC) – Member of CIEPS
Sanjeev works closely with his clients to find out what they really need and want. He takes the time to learn about their families, their business, and their goals. To this end he has built a financial planning practice based on personal contact and exceptional customer service. Sanjeev believes in a team based approach and has surrounded himself with other professionals such as accountants and lawyers who are highly specialized and experienced in meeting the needs of medical professionals and business owners. Sanjeev is married and has two sons. When he is not working, he is usually with his four legged friend Roman.
About Optimize Wealth Platform
Optimize Wealth is an industry-leading Full Service Wealth Management Firm which has built a very Robust Platform whereby Financial Professionals can provide their clients with a multi-family office service offering. We have in-house tax and will specialists that can prepare all of your clients’ tax returns as well as their wills. We also have Mortgage and Insurance specialists when needed and all of that augments our core Financial Planning and Portfolio Management services. We built our Platform with the belief that technology could make the financial management process simpler, more transparent, and more cost-effective for clients. It has quickly become clear to us that these services when provided alongside our in-house technology enables financial professionals to deliver significant value to their clients well above the industry norms, which empowers them to grow their business exponentially.
The financial services industry has seen a significant amount of change over the last two decades. What hasn’t changed is that ethical professionals are earnestly running wealth management practices centered on putting their clients’ interest first. Unfortunately, the growth initiatives and the seemingly endless bureaucratic and one-sided directives from many dealers have slowly put them at odds with this principle. Discover how we can work with you to break past your ceiling of complexity, simplify your business and unlock new opportunities. As your partner, we’ll help you deliver an exceptional client experience – one that not only cements client loyalty but also drives new business.
We’ll show you how to streamline your processes, increase productivity and grow your bottom line. When you join Optimize Wealth, you become part of a team with one common goal, to help our Financial Professionals build a better business while providing your clients with expert financial advice. The major difference at Optimize Wealth is that we measure our teams’ success based on how well they help their clients achieve their goals rather than based on how much commissions or revenues they generate from their clients.
Looking to Grow Your Practice or Map Your Exit?
Whether you want to refine your client segmentation strategy, focus on niche markets, or define your own succession plan, we’re here for you. We’ll work with you to build scale in your business, implement proven growth strategies, maximize the value of your business, or map your exit plan. Through it all, we’ll help you ensure your clients continue to get the attention they deserve. Whether you are looking to grow or exit the business, we are looking for experienced financial professionals who want to make a positive impact in their clients’ financial futures at the same time as achieving their specific goals.
Financial professionals who want to see how they can map their exit or gain a major competitive edge from Optimize’s next generation multi-family office platform while benefiting from a premium compensation structure can schedule a Confidential Introductory Meeting through the link below.