WPCA Top 50 Advisor: Anita Dalakoti

WPCA Top 50 Advisor: Anita Dalakoti

WPCA Top 50 Advisor: Anita Dalakoti Anita Dalakoti
Name: Anita Dalakoti

Question: What has been the biggest challenge for  advisors in the last 12 months? 
Answer: I’m not sure about other financial planners. I  suppose you are talking about the economic  climate. Well, to me those are a given and I don’t consider them challenges -- we have good times  and we have bad times, this is a historical fact.  Look at an [Morningstar] Andex Chart – a seasoned planner know how to deal with these  challenges. For me, every client is a challenge and  an opportunity. These are perennial challenges not  restricted to a 12-month time frame. A challenge  because I wish to create a plan that they can  identify with and implement without taking away  the their joys of living - easier said than done. An  opportunity because every client is different and,  in dealing with them, I get to learn skills that can  be implemented with other clients. 
 
 
Current: 
  • Certified Financial Advisor, Sunlife Financial Assurance
  • Previous:
    • Future Shop Ltd.
    • Best Buy Ltd.
    Years of Experience:
    ACHIEVEMENTS/RECOGNITIONS:
    AFFILIATIONS:
    • Member of the Board, Canada India Foundation (2010-Present)
    • Board of Governors, Law Foundation of British Columbia (2012-Present)
    • Member, Million Dollar Round Table (MDRT)
    • Member, Rotary Club of Vancouver-Fraserview
    • Board Member, Ethno-Business Council (2005-2011)
    EDUCATION:
    • MBA, International Business & Marketing, University of Durham (1998-2000)
    • MA, Russian Language & Literature, Jawaharlal Nehru Vishvavidyalaya (1998-1990)
    • BA(Hons.), Russian Language & Literature, Jawaharlal Nehru Vishvavidyalaya (1985-1988)
    Birthday                            
    Current Town

    Vancouver, British Columbia

    Hometown India
    Family  
    Interests  
    Other Information
    • Prior to immigrating to Canada in July 2000, Anita lived and worked in China for over 15 years where among other things, she worked for the Australian Government.
    • She is multilingual, speaking English, Hindi, Mandarin, Urdu, Russian and basic French.

    Weal Professional Canada Top 50 Advisor 2014

    To read the full feature, click on the following link Wealth Professional Canada Top 50 Advisor for 2014