Parveen -Cfp Email
Wealth Management Advisor @ Canfin Financial Group of Companies
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Parveen -Cfp Location
- Toronto, ON, CA
Parveen -Cfp Work
- 2006 -now Wealth Management Advisor @
- 1993 -2002 Country Manager, Bulgaria and Yugoslvaia @ Dartmoor Pte Ltd.
- 1972 -1993 Chief Dealer, Chief - Foreign Exchange Dept. @
Parveen -Cfp Education
- FPSC
CFP (Financial Planning)
2009-2010 - Chartered Institute of Bankers, London
ACIB (Banking & Finance)
1986-1988 - Indian Institute of Bankers, Mumbai
CAIIB (Banking)
1974-1976 - Guru Nanak Dev University
B.A. (Economics, Political Science)
1971-1973
Parveen -Cfp Skills
- Estate Planning
- Investments
- Wealth Management
- Retirement Planning
- Disability Insurance
- Financial Planning
- Risk Management
- Banking
- Insurance
- Strategic Financial Planning
- Group Benefits
- Financial Management
- Travel Insurance
Parveen -Cfp Summary
- Parveen -Cfp, based in Toronto, ON, CA, is currently a Wealth Management Advisor at Canfin Financial Group of Companies. Parveen -Cfp brings experience from previous roles at Dartmoor Pte Ltd. and Bank of India. Parveen -Cfp holds a 2009 - 2010 CFP in Financial Planning @ FPSC. With a robust skill set that includes Estate Planning, Investments, Wealth Management, Retirement Planning, Disability Insurance and more. Parveen -Cfp has 2 emails on RocketReach.
Looking for a different Parveen -Cfp?
Find contact details for 700 million professionals.
Others Named Parveen -Cfp
Parveen -Cfp
Wealth Management Advisor
Toronto, ON, CA
Top Canfin Financial Group of Companies Employees
Mary Andrews
Chief Compliance Officer
Toronto, ON, CA
Joy Sebastian
Wealth Management Advisor
Toronto, ON, CA
Moby Baksh
Certified Financial Planner
Toronto, ON, CA
Dino Beals
Financial Advisor
Pickering, ON, CA
Vijayendra Kowlagi
Independent Director
Bengaluru, KA, IN
Jamshid Ameri
Investment and Retirement Planner
Oakville, ON, CA
Manny DaSilva
Chief Operations Officer
Toronto, ON, CA
Daniel Civitarese
Financial Advisor
Hamilton, ON, CA
Damian Borges
Certified Financial Planner
Toronto, ON, CA
Jake Dasilva
Vice President Business Development
Toronto, ON, CA
Parveen -Cfp
Wealth Management Advisor
Toronto, ON, CA
Jim Laszlo
Mortgage Agent
Vaughan, ON, CA
Mauricio Dreher
Wealth Management Advisor
Calgary, AB, CA
Shubham Sheth
Administrative Assistant
Ontario, Canada
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co