Tristen Qaderi, Cfp®, Clu™, Chs. Email & Phone Number

Tristen Qaderi, CFP, CLU, CHS. has always had a passion for finance and its ability to exponentially grow wealth. After completing his post-secondary education, he began in the world of finance as a financial advisor. Armed with this knowledge, he became a financial advisor for one of the largest Canadian banks for several years - taking pride in having helped his many clients to achieve their various life goals.He has bank industry, Investors Group, Sun Life Financial, and Canada Life experience in the advisory and management roles in specializing in financial services, retirement planning, estate planning, cash management, insurance planning, tax planning, risk management, and investment planning, to deepen and refine his knowledge of the industry. He believes that building long-term relationship with clients is the best way to help you and your family to explore the financial options that are best for you at each stage of your life.Too often, I see financial services professionals and sales professionals who are only hitting a fraction of their potential or are tolerating a sub-par culture in their firm. I do my best work with motivated professionals who want more from their careers and are too impatient to let growth happen slowly or organically. WHAT I DO:★ Consulting: Educate and assist physicians and business owners on financial & taxation matters ★ Training & Development: Coach, Create, Facilitate financial topics & Seminars★ Mergers & Acquisitions: Assist Doctors/business owners with Lawyers and Accountants, Pre & Post-Transaction★ Create: Investment portfolios, Insurance Processes, Financial content, Online engagement programs RESULTS OF MY WORK?= Clients are more comfortable with their current and future financial picture= Increased referral engagement = Increased knowledge and understand of their financial matters = Develop processes for tracking and documenting team activities = Actively listen and coach the team to help them overcome any client-related challenges that can impede the team or the individuals financial goals.COMMUNITY INVOLVEMENT★ I host a podcast, write social media content on financial topics, and an author of a book coming out soon. ★ I work with doctors, and nurses on building health awareness.★ Host of Cogeco TV show, Wise Guys: Finance My Life. Discussing topics and issues of financial planning for individuals and business owners - featuring interviews with industry experts.“Strive not to be a success, but rather to be of value.” – Albert Einstein

Listed skills include Finance, Customer Service, Financial Analysis, Leadership, and 17 others.

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  Certified Financial Planner

  Imperial Wealth Management

  Feb 2024 - Present - Oakville, Ontario, Canada

  Imperial Lifestyle Management is a comprehensive Financial Planning resource designed exclusively for Ontario Physicians. Our mission is to educate and assist Physicians and Business Owners in recognizing the unique financial issues only they face. We design plans to successfully navigate these issues, and work with Physicians & Business Owners on a consulting basis to actively manage their financial affairs.