I started working in the financial markets in 2008. When I got married in 2014, it struck me hard how important it was to secure my family's future which motivated my wife and I to start planning our savings and our spending. In 2019, our little one was born and brought more joy and happiness to our lives and certainly more thoughts to secure his future and his well being, we started to contribute towards his education plan and put savings aside for him.
My Grandfather always said that "one should save before they spend", I have been following that motto in life. Before becoming a Financial Advisor, I worked as a Corporate FX Strategist for 10 years. In my career, I've noticed that many investors, money savvy or not, are lacking information that will allow them to make good financial decisions.
In my practice, my goal is to share knowledge and information with our clients and potential clients that can lead to providing a job description for their "hard-earned money" so it works for them. Whether a client's goal leads to basic wealth-building strategies or more complex needs for income in retirement, at my office each client is unique and gets personalized attention along with a personalized financial strategy. I am honored to serve a clientele ranging in age from 19 to 79 across a broad spectrum of backgrounds and cultures.
I have always enjoyed the diversity of cultures, being born and raised in India, doing my undergrad in the U.K and then coming to Canada in 2006 to follow my life's path. Since family is very important to us, we support charities and organizations that help make a difference to families in need, especially those with children who are fighting illness. We hope to see our son grow up to appreciate this planet and stay humble in his life, also be a good human being and never forget his roots. My wife and I have always enjoyed travelling to places that maintain their historical value or are less popular tourist destinations.
My Personal Interests
- Spending Time with Family
- Movies & Entertainment
- History and Museums
Phone NumberAbhinav Jain at (905) 918-3120
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