Bev Kumar Email & Phone Number
Senior Investment Advisor at TD Wealth Private Investment Advice @ E-Logic Info Tech Ltd
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Bev Kumar Location
- Vancouver, BC, CA
Bev Kumar Work
- 2021 -now Senior Investment Advisor at TD Wealth Private Investment Advice @
- 2007 -2021 Senior Financial Planner at TD Wealth Financial Planning @
- 2004 -2007 Personal Financial Advisor @
Bev Kumar Education
- FP Canada
Certified Financial Planner (CFP®)
2004-2007 - British Columbia Institute of Technology
Diploma of Technology (Financial Management - Corporate Finance & Financial Planning Option)
1998-2003 - Canadian Securities Institute
Canadian Securities with Honours (CSC, CPH)
1998-1999
Bev Kumar Skills
- Wealth Management
- Negotiation
- Retirement Planning
- Investments
- Investment Strategies
- Investment Advisory
- Asset Management
- Mutual Funds
- Strategic Financial Planning
- Financial Advisory
- Asset Allocation
- Risk Management
- Financial Analysis
- Mortgage Lending
- Estate Planning
- Equities
- Insurance
- Financial Services
- Fixed Income
- Personal Finance
- Small Business
- Portfolio Management
- Real Estate
- Due Diligence
- Retirement
- Wealth
- Financial Planning
- Leadership
- Sales
- Supply Chain Management
- Training
- Project Planning
- Management
Bev Kumar Summary
- Bev Kumar, based in Vancouver, BC, CA, is currently a Senior Investment Advisor at TD Wealth Private Investment Advice at TD. Bev Kumar brings experience from previous roles at TD and Bank of Scotland. Bev Kumar holds a 2004 - 2007 Certified Financial Planner (CFP®) @ FP Canada. With a robust skill set that includes Wealth Management, Negotiation, Retirement Planning, Investments, Investment Strategies and more. Bev Kumar has 1 emails on RocketReach.
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