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Financial Planning Services Now Available on Location at Legacy Senior Living Provided By CIBC Wood Gundy – The Pravin Kumar Group
We invite you to join us on location at Legacy Senior Living, 611 West 41st Avenue in the main floor Business Centre – Tuesday mornings (9:00 am to 12:00 pm) and Thursday afternoons (2:00 pm to 5:00 pm)
Pravin Kumar, CFA, MBA
First Vice-President & Portfolio Manager
Thursdays – 2:00 pm to 5:00 pm (By Appointment)
Pravin Kumar is First Vice-President, Investment Advisor and Portfolio Manager with CIBC Wood Gundy – The Pravin Kumar Group. He has been providing wealth management services to a select group of clients including small business owners, as well as professionals in engineering, accounting, legal and medical services since 1993.
One of his overriding goals is to help investors build their portfolios for upside potential and downside protection in today’s unforgiving markets. He takes a holistic wealth management approach that integrates financial planning, tax minimization strategies and estate planning. His investment strategy is based on creating a globally diversified portfolio that helps scared investors find their courage in today’s volatile markets.
- Over $130 million assets under administration
- Member of CIBC Wood Gundy’s President’s Council (2013-2015) and Chairman’s Council (2000, 2010-2012)
- Over 20 years of experience in the financial services industry
“We are very pleased to offer our client services on location at Legacy Senior Living for your convenience and look forward to introducing ourselves to you and discussing how we may assist you. Please feel free to drop in and say hello or please contact me at 604.661-2321 for more information or to book your appointment. I look forward to meeting you.”
Steven Vu, Associate Investment Advisor
Tuesdays 9:00 am t0 12:00 pm (By Appointment)
Steven Vu is an Associate Investment Advisor with CIBC Wood Gundy – The Pravin Kumar Group. Over the past 7 years, he has helped his clients in many areas of personal finances including self-direct investing, retail banking, private banking, and now wealth management. His passion is in meeting people who are motivated to make a change, open to new ideas, and want to build their lifestyles through the help of an advisory team.
“We are very pleased to have this opportunity to offer the following client services at Legacy Senior Living. Please contact me at 604.499.8111 for more information or to book your appointment. I look forward to meeting you.”
Consultation Process Available to New Clients
Tuesdays 9:00 am – 12:00 pm & Thursdays 2:00 pm – 5:00 pm at Legacy Senior Living by appointment.
1. Initial Meeting & Financial Review (Complimentary)
2. Financial Plan – Draft Copy (Available for Qualified Clients)
3. Recommendations & Next Steps