Raman Chopra, B.Eng, CFP, CLU
Agency Director & Managing Partner
Raman is a high- impact financial change-agent with a strong ability to identify initiatives and facilitate action-driven plans for financial management and marketing.
He is a seasoned sales professional with years of experience in marketing and financial consultancy. He has eight years of pertinent college education in the fields of financial and business planning, programming as well as electronics and telecommunications. He has a proven track record of recruiting, training and supervising licensed financial agents with a focus on bottom-line improvement.
I came to Canada in year 1997 as an Engineer and worked in IT until 2006, when I made the transition to financial services. With hard work and delivering good service, I saw the results of my efforts and was motivated to work even harder for my clients.
Having earned my CFP designation in 2015 was a proud accomplishment for me. I am most excited to share my knowledge with my team through training sessions, and to be able to serve my clients better. I completed my Chartered Life Underwriter (CLU) designation in 2019.
My biggest strength is my family, my true inspiration is my wife. We spend our family time taking long drives and watching movies together. Quality time, sharing conversations and laughter with my family, means everything to me.