Preetumsing Anauth - Preetumsing Anauth - North York, Ontario

Financial Advisor
Preetum.anauth@raymondjames.ca
416-497-2555

Preetum is a Certified Financial Planner™ (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.

WHY WORK WITH A CFP^®

Most people think that all financial planners are “certified,” but this isn’t true. Anyone can call himself or herself a “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP^® certification marks.

Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP^® certification process that includes demanding education, examination, experience and ethical requirements. These standards are called “the four E’s,” and they are four important reasons why the financial planning practitioner you select should display the CFP^® certification marks.

When selecting a financial planner, you need to feel confident that the person you choose to help you plan for your future is competent and ethical. The CFP^® certification provides that sense of security by allowing only those who meet the following requirements the right to use the CFP^® certification marks.

Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Preetumsing Anauth, BSc, MBA, CFP®

WHY WORK WITH A CFP®

Preetumsing Anauth, BSc, MBA, CFP^®

WHY WORK WITH A CFP^®