Rohit M Goel
Insurance Advisor, Life, Health & Wealth
Rohit M Goel
Insurance Advisor, Life, Health & Wealth
Licensed for: Life, Health, Travel, Wealth, Retirement
Language: English, Gujarati, Hindi, Punjabi
Appointment: In-person, Virtual
Store: Oshawa-Laval and Stevenson
www.linkedin.com/in/rohhitgoel
Phone: (289) 928-5082
About Me
I’m passionate about helping people grow and making a positive difference in their lives. Personally, I deeply value the time I spend with my close ones – especially the moments filled with full belly laughs! Outside work, I like travelling, adventure sports, nature visits, and workouts.
My Experience
In the financial industry from 6+ years. I specialize in personal insurance, corporate insurance, wealth investments, and retirement-estate planning. By passion I’m a Technical Analyst, trader, and investor. I have done BBA in Finance, completed in UK with double PG in Canada, and certified with IFIC and LLQP. This meld of knowledge allows me to guide my clients with strategic, modern, and holistic financial planning.