MUTUAL FUNDS . INVESTMENTS   

Investment Advisors


 

Asha Bain
Investment Advisor

Asha Bain is an Investment Advisor at Guardian Asset Management. She joined the Company in August 2007. Asha started her career in the Life Insurance Industry in July 1995 at Life of Barbados. During her tenure there she received many awards such as:

  • Rookie of the Year Award- both in Trinidad and the Caribbean (Life of Barbados Companies).
  • President's Inner Circle -In Barbados in 1996
  • The Leaders Club Silver Section- 1997
  • International Quality Award- 2000- LIMRA International

She successfully completed the State Licensing Programme in 1996 being certified to conduct business in Ordinary Long Term and Industrial Life Insurances as well as successfully completing the Life Underwriters' Programme (Caribbean Association Life Underwriters (CALU) in 1998-1999 and in 2006 Exploring Personal Markets. She has also participated in numerous workshops and seminars. LIMRA INTERNATIONAL recognized her in 2003 for successfully completing the high performance Financial Advisors Skills Training course.

While she was in the insurance industry Asha was recognized for many other accomplishments and in her current capacity as an Investment Advisor at Guardian Asset Management, she continues to be of service to the public, adding value to clients by assisting them through the use of Mutual Funds to achieve their financial objectives.

Asha has built her client portfolio, utilizing the knowledge and experience she acquired over the last 2 decades in the Financial Services Industry.  She assists clients in determining how aggressive they would like to be and assesses the amount of risk they can tolerate. She considers their long and short term goals, to give the most accurate advice. This includes discussing clients’ financial goals and educating them on the various types of investments and ways to accomplish their financial objectives. Regularly reviewing portfolios is an integral part of her sales process, thus ensuring clients maintain their investment strategy and stay within their chosen risk tolerance and objectives. Due diligence, compliance and ethics are upheld to ensure impartial good faith advice.

Among Asha’s interests is her love for theology, she was certified with a distinction in Biblical Studies 2006-2008 at the Jesus Elam Bible Institute where she serves as Pastor. With a passion for cooking and hospitality she was also certified in culinary arts with Sacred Heart Culinary Institute between 2010 -2011.

Asha presently serves on the Investment and Education Committee of the Insurance Industry Credit Union. She is always involved in charitable and community activities, and enjoys music, dancing, and reading. She truly loves her job and does it passionately.

Contact Information
Mobile: 1 868 291 0974 | 1 868 747 7342
Email: .(JavaScript must be enabled to view this email address)


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