Warren Persaud Email
Estate Planning Specialist @ Ventum Financial
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Warren Persaud Location
- Ajax, ON, CA
Warren Persaud Work
- Estate Planning Specialist @ (February 2025 - Present)
- Mutual Fund Advisor @ (October 2023 - February 2025)
- Certified Financial Planner, Insurance Advisor @ Persaud Financial (July 2012 - February 2025)
- Regional Sales Director, Investment Products @ (October 2010 - March 2012)
- Regional Wealth Consultant @ (July 2006 - November 2009)
Warren Persaud Education
- University of Toronto
Honours BA (Political Science)
1991-1996 - Advocis
Certified Health Insurance Specialist
- FP Canada
(Certified Financial Planner)
- Canadian Securities Institute
Canadian Securities Course
Warren Persaud Skills
- Retirement Planning
- Investments
- Wealth Management
- Mutual Funds
- Retirement
- New Business Development
- Financial Planners
- Critical Illness
- Insurance
- Wealth
- Investment Advisory
- Investment Strategies
- Estate Planning
- Financial Advisory
- Life Insurance
- Financial Planning
- Disability Insurance
- Microsoft Office
- Project Management
- Public Speaking
- Management
Warren Persaud Summary
- Warren Persaud, based in Ajax, ON, CA, is currently a Estate Planning Specialist at Ventum Financial. Warren Persaud brings experience from previous roles at Investia Financial Services, Persaud Financial, Desjardins Financial Security and RBC Insurance. Warren Persaud holds a 1991 - 1996 Honours BA in Political Science @ University of Toronto. With a robust skill set that includes Retirement Planning, Investments, Wealth Management, Mutual Funds, Retirement and more. Warren Persaud has 2 emails on RocketReach.
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