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Anupa
Khatiwoda

Financial Modeling

Portfolio Management Software

Risk Assessment

Financial Advisor skilled in financial modeling, risk assessment, portfolio management, and compliance, with experience in insurance, accounting, and banking across Canada and Nepal.

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About Me

My story

Detail-oriented Financial Advisor with expertise in financial analysis, risk management, and compliance. Experienced in insurance, banking, and accounting, delivering data-driven insights and client-focused solutions.

  • Location: Toronto
  • Phone: +1 (437)-254-5065
  • E-mail: anupakhatiwoda1@gmail.com

Skills

My SkillSet
Financial Analysis & Data Analysis

Expert in evaluating financial data, forecasting, and cost optimization techniques.

Risk Management & Insurance

Skilled in underwriting, claims handling, fraud detection, and risk mitigation.

Financial Planning & Advisory

Proficient in modeling, portfolio strategies, and investment advisory services.

Regulatory Compliance

Well-versed in KYC, tax rules, and regulatory reporting procedures.

Experience

Worked As

Education

Studied at

Certifications

CERTIFIED FOR
  • 90%
    Canadian Securities Course (CSC)
  • 80%
    SAP Professional Fundamentals
  • 85%
    QuickBooks Online – ProAdvisor
  • 50%
    Chartered Professional Accountant (CPA)
  • 40%
    LLQP (Life License Qualification Program)

PROJECT

Banking Operations and Services

Contact

Let's talk

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    Anupa Khatiwoda
    Financial Advisor
    • Toronto
    • +1 (437)-254-5065
    • anupakhatiwoda1@gmail.com
    Anupa Khatiwoda