Kumar Prashant
Financial Planner @Scotiabank
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WORK HISTORY
Financial Planner @Scotiabank
Edmonton, AB, CA
EDUCATION
Institute of Management Studies, Devi Ahilya University, India
Master of Business Administration (Finance), Finance and Financial Management Services
Canadian Securities Institute, Canada
Banking, Corporate, Finance, and Securities Law
Delhi Public School, B S City.
AISSE, Commerce
IPEM, Ghaziabad (CCS University)
BBA, Marketing
SKILLS
ABOUT KUMAR PRASHANT
MBA (Finance)| Personal Financial Planner (PFP)| Chartered Investment Manager (CIM)With over 22 years of experience in banking and financial services, I bring a disciplined, client-centric approach to comprehensive financial planning. My practice is built on integrating cash flow strategy, investment management, risk mitigation, and long-term wealth structuring into cohesive financial roadmaps aligned with each client’s goals.I work closely with individuals, families, and business owners to design strategies that balance growth, capital preservation, tax efficiency, and intergenerational planning. My advisory philosophy emphasizes clarity, structure, and disciplined execution — ensuring that short-term decisions consistently support long-term financial objectives.Throughout my career, I have been entrusted with key mandates and leadership responsibilities, supported by over seven years of team leadership experience. I combine analytical rigor with strong relationship management to deliver thoughtful, well-structured solutions tailored to evolving client needs.Core areas of focus include:• Comprehensive Financial & Retirement Planning• Portfolio Construction & Investment Strategy• Cash Flow & Debt Optimization• Risk Management & Insurance Integration• Banking Solutions• Business Financial Planning & Feasibility AnalysisI remain committed to continuous professional development and leveraging technology-driven solutions to enhance client outcomes. Beyond my professional practice, I contribute to financial literacy initiatives dedicated to empowering communities through education.I believe strong financial planning is not simply about managing assets — it is about building clarity, confidence, and long-term financial resilience.
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