When life is going well, it’s easy to take things for granted. But when a financial accident strikes – a job loss, a divorce, an illness – your financial house can come crumbling down. Until it happened to me, I never appreciated the importance of a written financial strategy. That experience is why I became a financial advisor – to help people weather financial accidents that may devastate and demotivate them.
After 26 years in the pharmaceutical industry working closely with physicians, surgeons and dentists, I know they must diagnose a problem before prescribing treatment. Similarly, with clients I serve, I spend time going deep to understand what keeps them up at night and what is important to them. Only then can I build a financial strategy uniquely suited to their individual needs and personalities. Then, like a physician, we have regular checkups to see what has changed and to keep their good financial health on track.
My practice is well suited to serve those whose experiences I have shared – corporate executives, physicians and those desiring to prepare for the unexpected. Given my Indian heritage and my 26 years leading teams across 50+ countries and dozens of cultures, it is important and comfortable for me to serve clients across a spectrum of cultural and ethnic diversity.
I have both the Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU®) accreditations, which equip me serve clients with complex needs including wealth transfer and estate planning. I hold an MBA from Cornell University in Ithaca, NY, and a Masters Degree in Business from Queen's University in Kingston, ON.
I am devoted to my family and my community. I serve on the board of Cornell Club Toronto for Cornell University alumni and active with local Chambers of Commerce, Toronto Board of Trade, and Marathi Bhashik Mandal (MBM), a non-profit, cultural organization.
If you cannot reach me at the branch number, please call my cell at (416) 712-7792.
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Wealth Protection Strategies
- Business Owner Considerations
- Education Savings Strategies
My Personal Interests
- Movies & Entertainment
Office Address168 Bennett Road
West Hill, ON M1E 3Y3 opens in a new window
Phone NumberMakarand Deshpande at (416) 282-2199
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 05:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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