Kevin Persaud
Mutual Fund Representative, Financial Security Advisor @IG Wealth Management
Signup · Get unlimited contacts
WORK HISTORY
Mutual Fund Representative, Financial Security Advisor @IG Wealth Management
Investors Group Financial Services Inc, Financial Services Firm. As a financial security advisor, I help clients plan for retirement, manage investments, minimize taxes and protect their assets. My expertise is in helping people build wealth by creating portfolios that match their risk profile.
EDUCATION
McGill University
MBA
Concordia University
B.Sc. (Chem)
CEGEP - John Abbott College
DEC
SKILLS
ABOUT KEVIN PERSAUD
Do you have confidence in your current strategic plan to acheive your financial goals? As a goal based financial advisor, I work closely with families, entrepreneurs and small business owners. I turn client aspirations into actions, with detailed recommendations and informed advice. I specialise in reducing taxes, investment planning, education planning, saving for major purchases, cash management, estate planning and health/income protection for all clients. With in-depth analysis, constant follow-up and attention to detail I help empower clients, knowing they have a detailed road map on how their goals can be achieved. Shouldn\'t you feel that way too?
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.