Sugi Kumaresan's Location
Toronto, ON, CA
Sugi Kumaresan's Work
- Senior Wealth Advisor @ CIBC Wood Gundy
- Member Board of Directors @ Furniture Bank
Sugi Kumaresan's Education
- Harvard Kennedy School
Executive Education (Investment Decissions and Behavioral Finance Program)
2018 - 2018 - Humber College
(BA - Financial Services)
1995 - 1997 - Certified Financial Planner, CFP
Financial Planning Standards Council
- Chartered Investment Manager, CIM
CIM - Canadian Securities Institute
- Financial Management Advisor, FMA
Canadian Securities Institute
- Life Licensing and the Life License Qualification Program (LLQP)
Canadian Council of Insurance Regulators (CCIR)
Sugi Kumaresan's Skills
- Wealth Management
- Investment Strategies
- Investment Advisory
- Retirement Planning
- Wealth
- Insurance
- Mutual Funds
- Asset Allocation
- Strategic Financial Planning
- Securities
Sugi Kumaresan's Summary
Sugi Kumaresan, based in Toronto, ON, CA, is currently a Senior Wealth Advisor at CIBC Wood Gundy, bringing experience from previous roles at Furniture Bank. Sugi Kumaresan holds a 2018 - 2018 Executive Education in Investment Decissions and Behavioral Finance Program @ Harvard Kennedy School. With a robust skill set that includes Wealth Management, Investment Strategies, Investment Advisory, Retirement Planning, Wealth and more, Sugi Kumaresan contributes valuable insights to the industry. Sugi Kumaresan has 4 emails on RocketReach.
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