04/22/2024
During the 33+ years of my experience in the Oil & Gas industry spanning across off-shore and on-shore operations, I noticed that most field personnel in this high paying, incident prone industry needed help in planning a secure financial future. In the recent decade while managing 'Incident Investigations', I came across individual's affected during process safety, reliability, turnaround and maintenance incidents, who relied heavily on their skills for livelihood. It was evident that the planning for future financial security was missing due to limited understanding of financial planning.
Influenced by the quote 'Begin with the end in mind' by Stephen Covey, I decided to help individual's and families understand the importance of financially preparing for the unforeseen future. This resulted in the journey from a Professional Engineer, Project Management Professional, Leader, coach and mentor in various roles to a Financial Professional helping individual's and families to prepare for various scenarios.
Let's connect at https://advisor.sunlife.ca/hitesh.bhatt
I am a Sun Life advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life.
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