Building a vision for your life and those you love is likely the most important set of goals you'll ever create. A solid investment strategy may be the difference between reaching those goals and not. Clients I serve are never alone on that journey; I'm there every step. We work in partnership through an established process to explore the vision, set measurable goals, agree on the path and identify the intervals to touch base and review our progress. There's not a client I don't see at least every three months.
An entire team is engaged in your success. You'll get to know Meena Amudhan, the branch office administrator in our Markham branch. You'll reap the benefits of the more than 6,000 home-office associates working behind the scenes to help deliver service and solutions. And when needed, I can call on one of the CPAs, I work with to ensure our investment strategies offer you the best tax advantages.
Many investors nearing retirement are not certain where they stand against their ability to retire comfortably. Financial needs at that stage are often more complex, and I'm equipped to help by identifying any gaps in strategies and ensuring effective solutions for estate planning, tax advantages and protecting what you have built.
Financial services have been central to my life for more than 30 years. Before starting my practice in Canada in 2000, I spent 11 years as assistant general manager with Unit Trust of India, the leading mutual fund company in Mumbai, Delhi and Chennai, and I completed fund management training with UTI Institute of Capital Markets in Mumbai. I hold a Certified Financial Planner (CFP) designation, which prepared me to look after clients' retirement and estate planning needs. My years of experience help multitude of clients of all ages and life stages, and with different generations of the same family line.
When I'm not working, I love gardening, hiking or traveling with my family, and I am actively engaged with my temple.
My Personal Interests
- Spending Time with Family