Jamshid Ameri

Investment & Retirement Planner @Canfin Wealth Management

Oakville, ON, CA

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

Reveal Contact Details

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WORK HISTORY

Jan 2008 — Present

Investment & Retirement Planner @Canfin Wealth Management

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GTA, CA

I help my clients define their financial dreams in an objective manner and develop a plan that puts them on track to achieve their goals. I recommend comprehensive approach to financial planning taking into account cash management, pension plans (both personal and employers), Insurance, education fund, investments, retirements, debt management, estate planning and tax efficient income strategies for those in retirement. A full 360-degree perspective is required to ensure that success in one area does not conflict with another,As an independent advisor, I am able to provide unbiased and best breeds of products/services from major banks and financial institutions in Canada.My association with canfin allows me to be one source for multiple services. I can facilitate access to in house specialists, such as: Tax Preparer. Business Consultant Mortgage Specialist

EDUCATION

N/A

Canadian Institute of Financial Planners

RRC, (Registered Retirement Consultant)

N/A

FSCO

Life Insurance Licensed

N/A

Seneca College

International Trade

N/A

Canadian Security Institute

Investment in securities

N/A

The Investment Funds Institute of Canada

Mutual Funds

SKILLS

Pension AdvisoryResidential MortgagesMortgage LendingWealthTerm Life InsuranceAsset ManagementSegregated FundsSmall BusinessSecuritiesInvestment PlanningEstate PlanningInvestment ManagementDisability InsuranceDebt ConsolidationFinancial AdvisoryCritical IllnessAnnuitiesFinancial PlannersInvestment AdvisoryInvestmentsWealth Management ServicesRrspLabour Sponsored FundsRetirement Income StrategiesLife InsuranceFinanceInsuranceFinancial ServicesWealth ManagementTax PlanningRetirement SavingsRetirementStrategic Financial PlanningPensionsInvestment StrategiesAlternative InvestmentsCreditDebt ManagementCash ManagementSmall Business Financial Solution

ABOUT JAMSHID AMERI

Specialties: Investment Planning, Retirement Planning,Pension Plans Advisory,Retirement Income Strategies,Tax Planning,Estate Planning, Mutual Funds, Annuities,Segregated Funds, Life/ Health/Critical/Disability and Mortgage Insurances -Group Employee Benefits-Small Business financial solutions.

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