Evolving to become what many refer to as “The Financial Guru,” Mr. Saurabh has continued to provide innovative Risk and Financial Management solutions for over 12 years now. His experience in portfolio management, investment planning, and strategic planning reflects greatly on his policies.

Serving the citizens of GTA and Ontario for over a decade as a private entity enables Saurabh to access and provide analytical solutions tailored to meet their financial and investment needs. With his exceptional writing skills and ability to educate beyond words, Mr. Saurabh plans to spread awareness on the overlooked subject matter; and Risk Management. Saurabh Rattan has several awards as a result of his diverse, dynamic, and universal approach to finance.

Saurabh’s service as one of Canada’s prominent financial strategists helped him bag the Top Advisor in Canada awards for top sales and customer satisfaction. While he won the 2013 category of this award from his time with Industrial Alliance Insurance Company, Mr. Saurabh continues to maintain a 97% persistency rate to date. For his outstanding leadership role in risk management, Saurabh was awarded the winner for Senior Vice President’s of Insurance (Ontario) category in 2007.

His ever-increasing thirst for knowledge drives him to be a part of prestigious global conferences like Achiever’s Conference London, England. The highly recognized conference by Desjardins Financial Security hosted 30 achievers from Canada with Saurabh Rattan as part of the esteemed guests. It’s safe to say that these global conferences communicated in-depth knowledge of investment and financial management as well as educated Saurabh on long-lasting risk solutions.

Before his full-time involvement with private and entrepreneurial financial services, Mr. Rattan helped facilitate the growth of reputable names in the business world. He was a one-time brand manager with Duke Groups of Companies where he showed grassroots development skills in working with diverse experts and personalities. Saurabh also dabbled in media management, public relations, product planning, and marketing support gathering experience for his entrepreneurship career.

Saurabh Rattan kicked off his career proper as an advertising specialist with renowned advertisement agencies like Indian daily and Indian Express. His position as the Brand Executive of these private advertising firms contributed to his out-of-the-box advertisement strategies on promotional campaigns and advertisement planning. As a native of India, Saurabh holds a Bachelors’s Degree in Commerce and quite some professional certifications like Estate planning Standards and Chartered Life Underwriter Certificates.