Naveen Kumar, Cfa, Cfp®, Mba

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

Wealth Advisor at Accureta Wealth Management | iA Private Wealth Inc | iA Private Wealth (USA) Inc. @ Accureta Wealth Management™
mississauga, ontario, canada
Naveen Kumar, Cfa, Cfp®, Mba's Location
Mississauga, Ontario, Canada, Canada
Naveen Kumar, Cfa, Cfp®, Mba's Contact Details

Naveen Kumar, Cfa, Cfp®, Mba personal email

Naveen Kumar, Cfa, Cfp®, Mba phone numbers

About Naveen Kumar, Cfa, Cfp®, Mba

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.

Naveen Kumar, Cfa, Cfp®, Mba's Current Company Details
Accureta Wealth Management™

Accureta Wealth Management™

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Wealth Advisor at Accureta Wealth Management | iA Private Wealth Inc | iA Private Wealth (USA) Inc.
mississauga, ontario, canada
Employees:
2
Naveen Kumar, Cfa, Cfp®, Mba Work Experience Details
  • Accureta Wealth Management™
    Wealth Advisor
    Accureta Wealth Management™ Nov 2020 - Present
    Toronto, Ontario, Canada
  • Accureta Wealth Management
    Associate Investment Advisor
    Accureta Wealth Management Feb 2018 - Nov 2020
    Toronto, Canada Area
  • Ia Private Wealth Usa
    Wealth Advisor
    Ia Private Wealth Usa Nov 2022 - Present
    Toronto, Ontario, Canada
  • Ia Private Wealth
    Wealth Advisor
    Ia Private Wealth Nov 2020 - Present
    Toronto, Ontario, Canada
  • Accureta Wealth Inc.
    Insurance Advisor
    Accureta Wealth Inc. Sep 2018 - Present
    Mississauga, Ontario, Canada
  • Holliswealth
    Associate Investment Advisor
    Holliswealth Oct 2017 - Nov 2020
    Toronto, Canada Area
  • Wipro
    Practice Manager
    Wipro Jul 2015 - 2017
    Ottawa
  • Wipro Solutions Canada
    Program Manager And Various Roles
    Wipro Solutions Canada Dec 2005 - Jul 2015
    Gurugram, Haryana, India

Naveen Kumar, Cfa, Cfp®, Mba Skills

Cross Functional Team Leadership Management Pre Sales Integration Crm Leadership Negotiation Maintaining Strong Client Relationships Wealth Management Investment Strategies Holistic Financial Planning Business Analysis Pmp Pmo Outsourcing Project Delivery It Strategy Wireless Business Process Product Management Finance Living Benefits Team Leadership Customer Service Technology Product Development Profit Growth Strategic Analysis Profit Canadian Securities Course Chartered Financial Analyst Wealth Advisor Fiancnial Analysis Program Management Process Improvement Telecommunications Engineering Process Streamlining Customer Relations Process Optimization Program Management Analysis Change Management Project Management Product Development Vendor Management Telecommunications Project Planning Release Management Software Configuration Management Team Management Open Source Software Solution Architecture Gsm Bss Lte Agile Project Management Umts Resource Management Itil

Naveen Kumar, Cfa, Cfp®, Mba Education Details

Frequently Asked Questions about Naveen Kumar, Cfa, Cfp®, Mba

What company does Naveen Kumar, Cfa, Cfp®, Mba work for?

Naveen Kumar, Cfa, Cfp®, Mba works for Accureta Wealth Management™

What is Naveen Kumar, Cfa, Cfp®, Mba's role at the current company?

Naveen Kumar, Cfa, Cfp®, Mba's current role is Wealth Advisor at Accureta Wealth Management | iA Private Wealth Inc | iA Private Wealth (USA) Inc..

What is Naveen Kumar, Cfa, Cfp®, Mba's email address?

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What schools did Naveen Kumar, Cfa, Cfp®, Mba attend?

Naveen Kumar, Cfa, Cfp®, Mba attended Institute Of Management Technology, Ghaziabad, Delhi University, Niit, New Delhi.

What skills is Naveen Kumar, Cfa, Cfp®, Mba known for?

Naveen Kumar, Cfa, Cfp®, Mba has skills like Cross Functional Team Leadership, Management, Pre Sales, Integration, Crm, Leadership, Negotiation, Maintaining Strong Client Relationships, Wealth Management, Investment Strategies, Holistic Financial Planning, Business Analysis.

Who are Naveen Kumar, Cfa, Cfp®, Mba's colleagues?

Naveen Kumar, Cfa, Cfp®, Mba's colleagues are Sofía Arboleda, Nitin Kapoor, Carrie Dang, Tingting Su.

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