Sam Dutta (Soumen)
About Sam Dutta (Soumen)
Sam Dutta, also known as Soumen, is an Associate Consultant at IG Wealth Management in Edmonton, Alberta, specializing in financial advice related to life, living benefits, and personal health insurance. He has a diverse background in geology and finance, having collaborated with major insurers in Canada and built strong relationships in the financial consulting field.
Work at IG Wealth Management
Sam Dutta serves as an Associate Consultant at IG Wealth Management, a position he has held since 2021. In this role, he provides comprehensive financial advice, focusing on life, living benefits, and personal health insurance. He works with individuals, business owners, and group benefits, ensuring that clients receive tailored financial solutions. Dutta also supports two Senior Financial Consultants in the Edmonton, Alberta practice area, contributing to the overall success of the team.
Education and Expertise
Sam Dutta has a diverse educational background. He completed his Bachelor's Degree in Honors in Geology/Earth Science at the University of Calcutta from 1999 to 2002. He later pursued a Master's Degree in Applied Geology from the Indian School of Mines from 2002 to 2004. Dutta is currently enrolled in the CFP Programme at Business Career College, which he has been studying since 2020. Additionally, he has completed the McGill Personal Finance Essentials course, enhancing his financial planning skills.
Background
Sam Dutta has extensive experience in both geology and financial consulting. He began his career as a Geologist, working at Reliance from 2004 to 2008, and later at BP from 2008 to 2014, where he held positions in India, the UK, and the Houston, Texas area. Transitioning to the financial sector, he worked as an Independent Financial Advisor at Greatway Financial Inc. in 2017 and served as an Insurance Advisor at RBC Insurance from 2018 to 2021. His diverse background equips him with a unique perspective in financial consulting.
Collaborations with Major Insurers
In his role as an Associate Consultant, Sam Dutta collaborates with four of the largest insurers in Canada: Sun Life, Manulife, Canada Life, and RBC Insurance. This collaboration allows him to offer customized financial plans that meet the specific needs of his clients. His ability to work with these major companies enhances his capacity to provide comprehensive financial advice and solutions.
Achievements in Financial Consulting
Sam Dutta has established a solid track record in the financial consulting field. His experience spans various roles, including General Insurance Agent and Insurance Advisor, where he developed strong relationship-building skills. Known for his friendly and approachable nature, he effectively engages with clients to understand their financial needs and provide tailored advice.