AeroLeads people directory · profile

Warren Persaud, Cfp®, Chs Email & Phone Number

Certified Financial Planner, Mutual Fund Advisor at Investia Financial Services
Location: Ajax, Ontario, Canada 4 work roles 4 schools
1 work email found @freedom55financial.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email w****@freedom55financial.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Investia Financial Services
Role
Certified Financial Planner, Mutual Fund Advisor
Location
Ajax, Ontario, Canada
Company size
512 employees

Who is Warren Persaud, Cfp®, Chs? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Warren Persaud, Cfp®, Chs is listed as Certified Financial Planner, Mutual Fund Advisor at Investia Financial Services, a company with 512 employees, based in Ajax, Ontario, Canada. AeroLeads shows a work email signal at freedom55financial.com and a matched LinkedIn profile for Warren Persaud, Cfp®, Chs.

Warren Persaud, Cfp®, Chs previously worked as Mutual Fund Advisor at Investia Financial Services and Certified Financial Planner, Insurance Advisor at Persaud Financial. Warren Persaud, Cfp®, Chs holds Honours Ba, Political Science from University Of Toronto.

Company email context

Email format at Investia Financial Services

This section adds company-level context without repeating Warren Persaud, Cfp®, Chs's masked contact details.

*@freedom55financial.com
68% confidence

AeroLeads found 1 current-domain work email signal for Warren Persaud, Cfp®, Chs. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Warren Persaud, Cfp®, Chs

With over 20 years of experience in the financial services industry, I am dedicated to helping you grow, manage and transition your wealth. I start with gaining a deep understanding of your goals and dreams to develop a financial security plan tailored to you.Whether your goal is to retire comfortably, finance your child’s education, purchase a vacation property, build a successful business or leave a legacy, I have access to a team of experts to offer you comprehensive wealth management solutions including investments, insurance, tax and estate planning, and much more.But it doesn’t end there. Together, we will regularly review your plan to help ensure it continues to meet your needs through every stage of your life.

Listed skills include Retirement Planning, Investments, Wealth Management, Mutual Funds, and 13 others.

Current workplace

Warren Persaud, Cfp®, Chs's current company

Company context helps verify the profile and gives searchers a useful next step.

Investia Financial Services
Investia Financial Services
Certified Financial Planner, Mutual Fund Advisor
canada
Website
investia.ca
Employees
512
AeroLeads page
Company profile
View company profile Email format
4 roles

Warren Persaud, Cfp®, Chs work experience

A career timeline built from the work history available for this profile.

Certified Financial Planner, Insurance Advisor

Current
Persaud Financial

Greater Toronto Area

Understanding your goals and dreams is important in building the right plan for you. In the convenience of your home or office, I will:- Evaluate all your financial security needs- Discuss wealth creation, insurance protection and estate planning- Make recommendations and help you implement them over time- Regularly review your financial security plan to.

Jul 2012 - Present

Regional Sales Director, Investment Products

Desjardins Financial Security

Managed business development for advisors in Eastern Ontario including practice management, sales support and product training. Strategically promoted new business within all investment solutions by partnering with insurance counterparts, building brand awareness, managing direct sales and solving client service issues.

Oct 2010 - Mar 2012

Regional Wealth Consultant

Rbc Insurance

Presented sales ideas and best practices to financial advisors in branch or one-on-one meetings in Eastern and Northern Ontario. Also, led and mentored Sales Consultants in building new client relationships, segmenting clients and identifying wealth opportunities.

Jul 2006 - Nov 2009
Team & coworkers

Colleagues at Investia Financial Services

Other employees you can reach at investia.ca. View company contacts for 512 employees →

PB Patricia Bell Patricia Bell Colleague at Investia Financial Services Eastern Passage, Nova Scotia, Canada, Canada View → RH Rebecca Ho Rebecca Ho Colleague at Investia Financial Services Fort Smith, Northwest Territories, Canada, Canada View → RF Rubinstein Financial Management Rubinstein Financial Management Colleague at Investia Financial Services Greater Vancouver Metropolitan Area, Canada View → JM John Miok John Miok Colleague at Investia Financial Services Edmonton, Alberta, Canada, Canada View → GD Gabriel Doré Gabriel Doré Colleague at Investia Financial Services Canada, Canada View → DB Donovan Brown Donovan Brown Colleague at Investia Financial Services Canada, Canada View → JF John Fang John Fang Colleague at Investia Financial Services Greater Ottawa Metropolitan Area, Canada View → JG Jim Geddis Clu Jim Geddis Clu Colleague at Investia Financial Services London, Ontario, Canada, Canada View → RM Renée Ménard Cpa Renée Ménard Cpa Colleague at Investia Financial Services Saint-Théodore-d'Acton, Quebec, Canada, Canada View → JB Jonathan Bourdeau Jonathan Bourdeau Colleague at Investia Financial Services Capitale-Nationale, Quebec, Canada, Canada View →
4 education records

Warren Persaud, Cfp®, Chs education

Honours Ba, Political Science

University Of Toronto

Activities and Societies: Sports Convenor for Flag Football & Indoor Baseball; Played Ice Hockey & Volleyball

Certified Health Insurance Specialist

Advocis

Certified Financial Planner

Fp Canada

Canadian Securities Course

Canadian Securities Institute
FAQ

Frequently asked questions about Warren Persaud, Cfp®, Chs

Quick answers generated from the profile data available on this page.

What company does Warren Persaud, Cfp®, Chs work for?

Warren Persaud, Cfp®, Chs works for Investia Financial Services.

What is Warren Persaud, Cfp®, Chs's role at Investia Financial Services?

Warren Persaud, Cfp®, Chs is listed as Certified Financial Planner, Mutual Fund Advisor at Investia Financial Services.

What is Warren Persaud, Cfp®, Chs's email address?

AeroLeads has found 1 work email signal at @freedom55financial.com for Warren Persaud, Cfp®, Chs at Investia Financial Services.

Where is Warren Persaud, Cfp®, Chs based?

Warren Persaud, Cfp®, Chs is based in Ajax, Ontario, Canada while working with Investia Financial Services.

What companies has Warren Persaud, Cfp®, Chs worked for?

Warren Persaud, Cfp®, Chs has worked for Investia Financial Services, Persaud Financial, Desjardins Financial Security, and Rbc Insurance.

Who are Warren Persaud, Cfp®, Chs's colleagues at Investia Financial Services?

Warren Persaud, Cfp®, Chs's colleagues at Investia Financial Services include Patricia Bell, Rebecca Ho, Rubinstein Financial Management, John Miok, and Gabriel Doré.

How can I contact Warren Persaud, Cfp®, Chs?

You can use AeroLeads to view verified contact signals for Warren Persaud, Cfp®, Chs at Investia Financial Services, including work email, phone, and LinkedIn data when available.

What schools did Warren Persaud, Cfp®, Chs attend?

Warren Persaud, Cfp®, Chs holds Honours Ba, Political Science from University Of Toronto.

What skills is Warren Persaud, Cfp®, Chs known for?

Warren Persaud, Cfp®, Chs is listed with skills including Retirement Planning, Investments, Wealth Management, Mutual Funds, Retirement, New Business Development, Financial Planners, and Critical Illness.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.