Full Name
Taj Pannun
Job Title
Regional Sales Manager, Wealth
Speaker Bio
Taj joined Canada Life in February 2016; he has been responsible for growing the Canada Life Wealth Solutions business in BC across all distribution channels including IIROC firms & MGA offices. Taj brings a practice management approach with portfolio & planning strategies to help advisors of all experience levels build their business with scalability in mind.
Taj was previously an advisor at one of Canada’s largest banks working with a diverse demographic of clients throughout the Lower Mainland of BC. Taj uses his experience to help advisors break through to new markets and diversify their revenue stream. With the recent enhancements of the Canada Life fund shelf, Taj has been able to help personal insurance focused advisors add wealth management to their business with Managed Solutions.
Taj holds a Bachelor of Business Administration, majoring in Economics. Taj has travelled to 28 countries so far with the goal of visiting every country in the world during his lifetime.
Taj was previously an advisor at one of Canada’s largest banks working with a diverse demographic of clients throughout the Lower Mainland of BC. Taj uses his experience to help advisors break through to new markets and diversify their revenue stream. With the recent enhancements of the Canada Life fund shelf, Taj has been able to help personal insurance focused advisors add wealth management to their business with Managed Solutions.
Taj holds a Bachelor of Business Administration, majoring in Economics. Taj has travelled to 28 countries so far with the goal of visiting every country in the world during his lifetime.
