Kian Ghanei
Managing Director @Caerus Private Wealth
Vancouver, BC, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2018 — Present
Managing Director @Caerus Private Wealth
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Vancouver, BC, CA
EDUCATION
2000 — 2003
UBC Sauder School of Business
Bachelor of Commerce (BCom), Finance
2007 — 2018
Financial Planning Standards Council
Certified Financial Planner - CFP® , Financial Planning and Services
2002 — 2017
Canadian Securities Institute
Chartered Investment Manager - CIM® , Chartered Investment Manager
SKILLS
Asset ManagementFinancial PlanningPortfolio ManagementTax-Advantaged Investment StrategiesRisk ManagementMutual FundsStrategic Financial PlanningResidential MortgagesRdspRetirement PlanningInvestmentsFinancial AdvisoryUniversal LifeIndividual Pension PlansFixed IncomeStocksInsuranceSecuritiesTfsaMoney ManagementPrinciple Protected NotesRrspDividendsLong Term Care InsuranceEstate PlanningRespCommercial MortgagesInvestment ManagementWealthEquitiesWhole LifeFinanceBondsGroup Benefit PlansLife InsuranceInvestment AdvisoryGicWealth ManagementSuccession PlanningWealth Management Services
ABOUT KIAN GHANEI
A partner at Caerus Private Wealth, Kian maintains a focus on Portfolio Management and…
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