Pradeep Bhandari

WORK HISTORY

EDUCATION

SKILLS

ABOUT PRADEEP BHANDARI

more than 21 years working experience with various multinational companies in a highly competitive environment dealing with clients in the Consumer durable & Financial Services Industry.I truly believe in fostering and nurturing a solid long term relationship built on trust, sound investment principle and excellent client service. From the Keybase Cambridge office, I serve clients from Cambridge, Kitchener, Waterloo, Brampton, Mississauga and the Toronto area. My client base represents a cross section of all ages and income levels, from the middle class to high net worth individuals.I provide advice that can give people a sense of achievement, security and peace of mind when fulfilling their life’s responsibility. I also assist people to pay less tax and get out of debt so that they can maximize their capital and build true wealth.Investing Philosophy:Connecting/ Respecting/ ProtectingConnecting with clients so that their situation and my recommendations are aligned with their investment objectives and risk profile.Respecting their time, money, privacy, information, thoughts and ideas.Protecting their wealth, through reducing debt, taxes and proper diversification.What you can expect from me:Comprehensive Financial Plans Investment Strategies Insurance needs Retirement planning Tax Planning Estate Planning Income ProgramsAccessing your personal risk profileAccess to outside specialistComplete, accurate and regular reportingDirect contactMy Guiding Principle:To achieve superior performance by creating personalized portfolio strategies that are consistent with our client’s goals and dreams. To be independent, providing unbiased advice and offering a wide selection of financial services and products.