Naveen Kumar, Cfa, Cfp®, Mba Email & Phone Number

At Accureta Wealth Management™, iA Private Wealth Inc., we believe that Canadians' desire to own their own homes, educate their children, save for a comfortable retirement, and, along the way, enjoy a meaningful and vibrant lifestyle, is both reasonable and attainable. Heavy taxation, increasing debt obligations and cash-flow insecurity, however, create undue stress and uncertainty about their financial futures. With a keen interest in helping people achieve and maintain financial independence, Naveen founded Accureta Wealth Management™, iA Private Wealth Inc. A primary focus of the team's clients, amongst other things, is that they want to know their needs will be met and any gaps bridged by a constantly elevating process-in-place designed to meet their ever-changing financial needs as they reach the apex of their career paths.Naveen Kumar is a CFA® charter holder. He is a Wealth Advisor with iA Private Wealth Inc. and Insurance Advisor with Accureta Wealth Inc*. Naveen is a highly motivated and dedicated professional with a deep knowledge on fundamental & quantitative analysis of securities.Naveen holds a Master of Business Administration degree and a Bachelor of Science degree.iA Private Wealth is a member of CIRO and the Canadian Investor Protection Fund. iA Private Wealth (USA) Inc. is a registered investment adviser with the SEC. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. Adviser believes that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact, or misleading information. This content may be dated. Please visit the following page for further disclosures related to iA Private Wealth (USA) Inc.: www.iaprivatewealthusa.com*Insurance products and services are offered through Accureta Wealth Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

Listed skills include Cross Functional Team Leadership, Management, Pre Sales, Integration, and 54 others.