Sukhdeep (Saira) Kaur

Experienced Financial Advisor with a strong mortgage background and a passion for helping Canadians achieve homeownership through customized lending solutions and holistic financial guidance. Proven track record in relationship management, loan volume growth, and business development. Recognized with the OneRBC Award annually for excellence in collaboration and client service. Adept at building long-term client relationships, averaging 10 mortgage refinancing or HELOC applications monthly with a 60%+ closing ratio. Trusted as a mentor to new advisors and the first point of contact for credit-related inquiries. Maintains a loyal, client-based book of business through referrals and strategic networking.

• 2024, New acquisitions: $28 million (branch level)
• 2024, Overall closed volume: $42 million
• 2024, 100% client retention rate with demonstrated long-term relationship management
• 2024, Increased loan volume and client base year-over-year
• 2024, Averaged 5 referrals per week; closed 3 mortgage deals weekly
• 2024, First point of contact for credit inquiries and pre-approvals
• 2024, Trained and mentored new BAs and FAs on credit solutions
• 2023, Winner of OneRBC Award for outstanding client service and teamwork

Available upon request.

• Host financial literacy workshops and first-time homebuyer sessions
• Advocate for responsible borrowing and homeownership in the community

• OneRBC Award
• 2024
• 2023
• Collaboration & Client Service Excellence
• Being Bold Award, 2023, Leadership & Innovative Client Solutions

A strategic financial professional who goes beyond mortgage advice, leveraging deep knowledge in credit, investments, and client planning to provide holistic financial solutions. A trusted advisor dedicated to long-term financial success, who anchors clients through all phases of their financial journey.