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Zerxes Bhathena

Sun Life Financial
Financial Planning

Contact Information:

3240 Mt. Lehman Rd., Suite 201
Abbotsford, BC V4X 2M9
Canada
T: (604) 607 3970 x2234
www.sunlife.ca/zerxes.bhathena

Years in Business:

 

11

Clients I'm Seeking:

 

I am involved with clients who are seeking advice, guidance and services on risk protection (life, health & disability) and asset management (mutual funds, GIC's and annuity) solutions.

About My Business:

 

Over the past 12 years, I have been gainfully employed in the financial services industry, providing core corporate banking services and managing high net-worth client relationships, involved in risk protection and wealth solutions portfolio management and currently, co-managing a financial centre, aimed at growing the workforce, using effective recruiting strategies and developing our advisors and financial planners through comprehensive education, coaching and mentoring techniques.

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