Preetum is a CERTIFIED FINANCIAL PLANNER™ or CFP® professional and has been a Financial Advisor since 2003. He has an impressive track record of building client relationships based on trust, honesty, and integrity. Preetum understands that successful planning is about more than investments. It’s about you, your family and your future. Whether you are an employee, business owner, entrepreneur, or an independent professional, Preetum’s mission is to assist you to create a customized plan designed to address your needs now and for years to come.
It starts with evaluating your financial picture, looking at where you are and where you want to be. He’ll discuss your investment philosophy, your expectations and risk tolerance. He will then create a customized plan of investments to meet your short- and long-term goals. Your portfolio will include a combination of investment types designed to produce the results you want.
With 20 years of management experience in business and financial services, Preetum has an excellent grasp of market behaviour and strong financial management skills to help you navigate through changes in your circumstances, your goals and in the economic environment. He understands that your investment plan should be as unique as you are. Through a strategic and consultative approach, he will partner with you to define your goals, map a strategy to meet them, and stay abreast of change.
Depending on your objectives, your customized investment plan may include: traditional selections like equities, mutual funds, segregated funds, fixed income products; RRSPs and RESPs. Preetum offers comprehensive financial & estate planning services, as well as support for a variety of business needs.
Preetum’s business philosophy is trust-building and service integrity. His high rate of client referral speaks to the superior service that clients can expect from him. As a father of three daughters and a loving husband to his wonderful wife, his values for stability, happiness, and hard work are all reflected in his enduring business and personal relationships.
200 Consumers Rd. Suite 310
North York, Ontario, Canada M2J 4R4
T: 647.885.5439 (Cell)
T: 1-888-981-2555(Toll Free)
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