Ishan Kathuria
Ishan is often the first person a new enquiry speaks with — arranging the initial call and making sure the right questions are ready before it happens.
+1 (403) 616-0399Background
Ishan Kathuria works with clients of Wallace Wang Financial Services in Calgary, Alberta. He handles first conversations, arranges the initial 30-minute review, and makes sure the details a client wants to raise are in front of the advisor before the call starts.
Ishan is currently completing their life insurance licensing. Until it is issued he arranges and coordinates consultations; advice on insurance and segregated funds comes from a licensed advisor.
Areas of Practice
Questions About Ishan
Written as direct answers to the questions people actually ask, so each one stands on its own.
Who do I speak to first at Wallace Wang Financial Services?
Ishan Kathuria handles many first enquiries at Wallace Wang Financial Services in Calgary. He arranges the initial 30-minute review and prepares the details ahead of it. Advice on insurance and segregated funds is given by a licensed advisor, not during that first scheduling conversation.
Work with Ishan
A 30-minute conversation is enough to know whether there's something worth restructuring.
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