When life is going well, it’s easy to take things for granted. But when financial disaster 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 guide my clients to financial success, and help them through financial setbacks that could devastate and demotivate them.
I worked 26 years in the pharmaceutical industry with physicians, surgeons and dentists. A medical professional spends time carefully diagnosing before recommending a treatment. Similarly, I spend time going deep with the clients I serve, to understand what is important to them and what keeps them up at night. 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.
I bring 26 years' experience leading teams across 50+ countries and dozens of cultures. I hold an MBA from Cornell University in Ithaca, NY, and a Master's degree in Business from Queen's University in Kingston, ON. I also hold the CFP®, CIM® and CLU® designations, all of which equip me to serve clients with complex needs.
My practice is well-suited to serve those whose experiences I have shared: corporate executives, physicians and those desiring to prepare for the unexpected.
I am married, with two sons. I am very devoted to my family and my community. I'm able to work with clients across a diverse cultural and ethnic spectrum. I serve on the board of the Cornell Club Toronto for Cornell University alumni and am active with local Chambers of Commerce, the Toronto Board of Trade, and Marathi Bhashik Mandal, a South Asian non-profit, cultural organization.
Click the "Request an Appointment" button to get in touch today, without obligation. 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|
- Web Conferencing
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