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 in pharmaceutical industry for 26 years building businesses and managing high performing teams in various countries across Europe, Latin America, Asia, Africa and the Middle East. In my career I have been greatly influenced by several outstanding professionals; however, I believe my greatest influencers were physicians, surgeons and dentists. A medical professional focuses on diagnosis before prescribing a treatment. Similarly, I focus on going deep with my clients, 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 keep their good financial health on track.
My global travel and exposure to dozens of cultures have given me a keen understanding and appreciation for various 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®, (Certified Financial Planner) CIM® (Chartered Investment Manager) and CLU® (Chartered Life Underwriter) designations, equipping me serve clients with complex financial needs. In 2022 I was conferred by CSI (Canadian Securities Institute), the prestigious FCSI® (Fellow of CSI), the highest honor and most senior credential in Canadian financial services.
My practice is well-suited to serve those whose experiences I have shared: corporate executives, physicians, professionals and those desiring to prepare for the unexpected.
I serve on the board of the Cornell Club Toronto for Cornell University alumni and am active with local Chambers of Commerce, 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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